Advisers on the Move TEST

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
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
Michael John StevensTownSquare Capital, LLCAllegis Investment Advisors, LLC08-07-2017
Michael James FolkerTownSquare Capital, LLCAllegis Investment Advisors, LLC07-11-2017
Charles Ryan DunnTownSquare Capital, LLCAllegis Investment Services, LLC05-31-2018
Monica Sonnier BucciarelliTownSquare Capital, LLCAllegis Investment Services, LLC10-12-2017
Hoyt Scott RobeyTownSquare Capital, LLCARS Investment Advisors, Inc.03-27-2020
Douglas Mac LangfordTownSquare Capital, LLCARS Investment Advisors, Inc.02-04-2020
Paul Gordon EwellTownSquare Capital, LLCARS Investment Advisors, Inc.03-14-2019
Warren Craig JuddTownSquare Capital, LLCCapital Asset Advisory Services, LLC07-30-2019
Brent Alan CochranTownSquare Capital, LLCCrewe Advisors01-17-2019
Renn Michael OlsenTownSquare Capital, LLCCrewe Advisors12-07-2018
Jason Carlyle SeymourTownSquare Capital, LLCLPL Financial LLC01-04-2019
Jacob Anthony RustTownSquare Capital, LLCNorthwestern Mutual Investment Services, LLC05-07-2019
Adam Keith McKellTownSquare Capital, LLCOneAmerica Securities, Inc.02-26-2018
Timothy William FloydTownSquare Capital, LLCYellowstone Partners04-24-2018

Showing 1 to 23 of 23 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.