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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dennis E BryanAmeriprise Financial Services, LLC1st Global Capital Corp.01-03-2012
Joshua Matthew HoldenFisher InvestmentsA.G.P / Alliance Global Partners02-17-2017
Lynn Raymond SiewertEpic Trust Investment Advisors LLCAdvanced Corporate Planning, LLC02-13-2018
Gabriella SheffieldNorthwest Asset ManagementAdvanced Practice Advisors, LLC02-26-2018
Kent Alan Maclachlan JrMacLachlan Wealth ManagementAdvicePeriod, LLC12-06-2018
Dustin Guy MartinAmeriprise Financial Services, LLCAE Wealth Management, LLC08-03-2020
David Robert TopperAmeriprise Financial Services, LLCAE Wealth Management, LLC08-03-2020
Katie Jo SwaseyAmeriprise Financial Services, LLCAE Wealth Management, LLC08-03-2020
Jason Townsend LambertAmeriprise Financial Services, LLCAE Wealth Management, LLC08-03-2020
Lucas Matthew LaddEdward JonesAIG Capital Services, Inc.05-01-2017
Kim Karen McNeilThe Advisor Benefits Group, Inc.Albion Financial Group05-09-2018
Susannah Terrell StuckeyFidelity Brokerage Services LLCAldrich Wealth LP05-01-2020
Amy Barbara BarnesFirebrand Wealth Management, LLCAldrich Wealth LP04-17-2018
Shannon Maureen SpanglerFisher InvestmentsAllianceBernstein L.P.04-10-2018
Bareq Asif PeshtazMorgan StanleyAllianceBernstein L.P.03-11-2013
Aaron Keith KnudsenUBS Financial Services Inc.AllianceBernstein L.P.06-02-2012
David Stuart EskenaziKMS Financial Services, Inc.Allied Asset Management, Inc.06-22-2016
Kevin James KemakEquitable Advisors, LLCAllstate Financial Services, LLC05-15-2020
Jason James RenskersPrincipal Securities, Inc.Allstate Financial Services, LLC07-17-2019
Weston Louis Philpot IIIFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-25-2017
Paul James StevickU.S. Bancorp Investments, Inc.Allstate Financial Services, LLC$15007-02-2015
Brent Franklin ArnoldLPL Financial LLCAllstate Financial Services, LLC06-22-2015
Matthew Tye Wiltse-HiattEdward JonesAllstate Financial Services, LLC07-15-2014
James C WileyFisher InvestmentsAllstate Financial Services, LLC03-02-2011
Dustin AllberyNorthwest Planning Advisors LLCAmerican Reliance Group10-02-2018
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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.