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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Michael Francis ShillinA.G.P. / Alliance Global PartnersRaymond James Financial Services, Inc.$5005-23-2018
Scott Allen FroemmingAbacus Investments, Inc.SII Investments, Inc.$106-14-2012
Steven Mark BandyAbacus Investments, Inc.Wells Fargo Clearing Services, LLC09-29-2010
Jan Howard JohnsonAbacus Investments, Inc.M&I Financial Advisors, Inc.09-14-2009
Scott Kenneth ScheurenAbacus Investments, Inc.J.W. Cole Financial, Inc.07-30-2009
Gregory Harold ZastrowAccelerated Capital GroupArive Capital Markets03-31-2015
Kenneth Ernest SchmockerAdvantage Investment Management, LLCSchmocker Financial Services Inc03-10-2009
Adam J AusloosAdviceWorks Wealth Advisors LLCAmeriprise Financial Services, Inc.07-20-2016
Rebecca Lyn AgamaiteAdvisors Management Group IncMetLife Securities Inc.03-09-2011
Lamindy C Brandon-JosephAllied Beacon Partners, Inc.JHS Capital Advisors, LLC12-06-2012
David Robert McnurlenAllstate Financial Services, LLCFBL Investment Management Services, Inc.11-30-2018
Charles John KraftAllstate Financial Services, LLCThrivent Investment Management Inc.06-08-2018
Robert Lee MckinneyAllstate Financial Services, LLCFarmers Financial Solutions, LLC11-02-2015
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
Joseph Patrick HoellAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-07-2014
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed$102-07-2014
Patrick Frank MccabeAllstate Financial Services, LLCNYLIFE Securities LLC$5001-17-2014
Gregory Andrew BartaszewiczAllstate Financial Services, LLCMetLife Securities Inc.07-10-2012
Robert Dewayne Olsen Jr.Allstate Financial Services, LLCSignator Investors, Inc.08-01-2010
Scott Reginald CampbellAllstate Financial Services, LLCAmeritas Investment Corp.06-09-2010
Alan Nelson BarnesAllstate Financial Services, LLCLPL Financial LLC04-08-2010
Mark Robert FrielerAmerican Portfolios Financial Services, Inc.H. Beck, Inc.$2506-29-2018
Carol Ann Mcneill-SkorupanAmeriprise Advisor Services, Inc.UBS Financial Services Inc.01-05-2009
Jamie GrupeAmeriprise FinancialLPL Financial$17302-01-2019
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Showing 1 to 25 of 2,323 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.


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