Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Roger SegelkeARS Investment Advisors, Inc.Allegis Investment Advisors, LLC06-13-2018
Michael Scott BartholomewARS Investment Advisors, Inc.ALLEGIS INVESTMENT ADVISORS, LLC06-05-2018
Douglas Mac LangfordARS Investment Advisors, Inc.Allegis Investment Advisors, LLC06-01-2018
Paul Gordon EwellARS Investment Advisors, Inc.Allegis Investment Advisors, LLC05-22-2018
Kent William BinningTownSquare Capital, LLCAllegis Investment Advisors, LLC05-02-2018
Justin Thomas PasseyTownSquare Capital, LLCAllegis Investment Advisors, LLC04-20-2018
Robert John BeckTownSquare Capital, LLCALLEGIS INVESTMENT ADVISORS, LLC03-05-2018
Paul Alfred Coles IITownSquare Capital, LLCALLEGIS INVESTMENT ADVISORS, LLC03-05-2018
Mason Michael PageTownSquare Capital, LLCALLEGIS INVESTMENT ADVISORS, LLC03-05-2018
Seth Larson MerrillTownSquare Capital, LLCAllegis Investment Advisors, LLC03-02-2018
Tyson Lance WakleyTownSquare Capital, LLCAllegis Investment Advisors, LLC03-02-2018
Andrew Kay Van BurenTownSquare Capital, LLCAllegis Investment Advisors, LLC03-02-2018
Bradley Jay ChristensenTownSquare Capital, LLCAllegis Investment Advisors, LLC03-01-2018
Zaccary Spencer CallCapita Financial Network, LLCAllegis Investment Advisors, LLC02-16-2018
Tyler Kirt WilliamsonCapita Financial Network, LLCALLEGIS INVESTMENT ADVISORS, LLC02-16-2018
Tanner Tessmer DanceAdams Wealth AdvisorsALLEGIS INVESTMENT ADVISORS, LLC10-10-2017
Steven Craig AdamsAdams Wealth AdvisorsAllegis Investment Advisors, LLC$9709-12-2017
Michael John StevensTownSquare Capital, LLCAllegis Investment Advisors, LLC08-07-2017
Michael James FolkerTownSquare Capital, LLCAllegis Investment Advisors, LLC07-11-2017
John Alan ThomasCapital Asset Advisory Services, LLCALLEGIS INVESTMENT ADVISORS, LLC02-19-2016

Showing 1 to 20 of 20 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.