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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley Evans VonhofAmeriprise Financial Services, Inc.Waddell & Reed$10004-27-2018
Salvador Barrales AbarcaAmeriprise Financial Services, Inc.Waddell & Reed06-09-2015
James Nolan PorterAmeriprise Financial Services, Inc.Waddell & Reed06-04-2014
Rebecca Raye RooksAmeriprise Financial Services, Inc.Waddell & Reed$20009-02-2011
Melvin Walter DansonBaring Financial LLCWaddell & Reed01-08-2016
Stephen Glenn Allen Jr.Blackburn FinancialWaddell & Reed01-23-2019
Patricia Shannon HeaslerChase Investment Services Corp.Waddell & Reed$10009-01-2009
Alan Walter JohnsonClear Creek Financial Management, LLCWaddell & Reed09-13-2018
Jeremy Daniel RussellColumbia Advisory Partners, LLCWaddell & Reed03-15-2016
Graham Scott MillerCommonwealth Financial NetworkWaddell & Reed09-06-2013
Joleen Lorrain YeltonCommonwealth Financial NetworkWaddell & Reed03-28-2013
Jesse Lee ThomasCornerstone Advisors IncWaddell & Reed06-07-2018
Abraham Rawley OtoupalD.A. Davidson & Co.Waddell & Reed$10009-03-2013
Kris Alan SchilperoortEdward JonesWaddell & Reed$27004-27-2018
Elwis Johnson Jr.Edward JonesWaddell & Reed07-24-2017
David Roy KobusEdward JonesWaddell & Reed03-10-2017
Aleksandr Viktorovich SlyusarevEdward JonesWaddell & Reed11-07-2011
Lori Ann SelbyEpic Trust Investment Advisors LLCWaddell & Reed03-15-2017
Todd Freeman HomerFinancial Advocates Investment ManagementWaddell & Reed07-26-2017
Heather Michelle CarlsonFinancial Advocates Investment ManagementWaddell & Reed11-14-2016
Scott Alan BrueskeFinancial Advocates Investment ManagementWaddell & Reed11-08-2016
Alexander Scott BrueskeFinancial Advocates Investment ManagementWaddell & Reed11-08-2016
Spencer Alan BrueskeFinancial Advocates Investment ManagementWaddell & Reed11-08-2016
Matthew Henry RiesenweberFinancial Advocates Investment ManagementWaddell & Reed07-23-2015
Matthew David WiserFinancial Advocates Investment ManagementWaddell & Reed07-23-2015
Next Page »

Showing 1 to 25 of 74 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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