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
David Fred BlackburnE*TRADE Capital Management, LLCStrategic Advisers LLC07-23-2018
Michael C. LowderJ.P. Morgan Securities LLCStrategic Advisers LLC04-30-2018
Bryce R. JenkinsRoyal Alliance Associates, Inc.Strategic Advisers LLC04-23-2018
Barton Douglas WagstaffCapita Financial Network, LLCStrategic Advisers LLC04-10-2018
Adam Christian JensenU.S. Bancorp Investments, Inc.Strategic Advisers LLC04-03-2018
Ronald B. ClaassenCharles Schwab & Co., Inc.Strategic Advisers LLC11-27-2017
Mathew Robert JacksonE*TRADE Securities LLCStrategic Advisers LLC08-03-2017
Zachary P. ErtelBruce A. Lefavi Securities, Inc.Strategic Advisers LLC07-27-2017
Hailey Megan MeihlsPurshe Kaplan Sterling InvestmentsStrategic Advisers LLC05-10-2017
David Edward LowellCambridge Investment Research, Inc.Strategic Advisers LLC11-01-2016
Diana Leticia AndersenTIAA-CREF Individual & Institutional Services, LLCStrategic Advisers LLC10-19-2016
Michael Daniel DunnU.S. Bancorp Investments, Inc.Strategic Advisers LLC09-30-2016
Jonathon Scott BultLPL Financial LLCStrategic Advisers LLC08-31-2016
Benjamin West JusticeSoltis Investment Advisors, LLCStrategic Advisers LLC07-26-2016
Christopher J. DameCUSO Financial Services, L.P.Strategic Advisers LLC05-24-2016
Adam Christian JensenAXA Advisors, LLCStrategic Advisers LLC05-24-2016
Adam K. AbrahamStrategic Advisers LLCStrategic Advisers LLC02-03-2016
David Alexander GunnLPL Financial LLCStrategic Advisers LLC01-29-2016
Zaccary Spencer CallAllegis Investment Services, LLCStrategic Advisers LLC11-05-2015
Brandon John PhamCharles Schwab & Co., Inc.Strategic Advisers LLC08-31-2015
Matthew Paul PettitCUSO Financial Services, L.P.Strategic Advisers LLC01-21-2015
Isaac Taylor GreenWells Fargo Clearing Services, LLCStrategic Advisers LLC01-14-2015
Nicholas James LarsenCetera Investment Services LLCStrategic Advisers LLC01-02-2015
David Alan GammonMorgan StanleyStrategic Advisers LLC11-18-2014
Ryan Allen StottAshton Thomas Private WealthStrategic Advisers LLC09-18-2014
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.