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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradford John Jakel401k Investment ProfessionalsPackerland Brokerage Services, Inc.$1010-13-2017
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Janet Sarah GrimmA.G.P / Alliance Global PartnersLPL Financial LLC05-01-2020
Michael Francis ShillinA.G.P / Alliance Global PartnersRaymond James Financial Services, Inc.05-23-2018
Scott Allen FroemmingAbacus Investments, Inc.SII Investments, Inc.06-14-2012
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
Stephen DudekAccess Investment Advisors IncBNY Mellon Securities Corporation01-02-2018
Elizabeth G SchneiderAdvicePeriod, LLCCliftonLarsonAllen Wealth Advisors, LLC09-17-2018
Glen Fredrick ColwellAdviseMe National AdvisorsNorthwestern Mutual Investment Services, LLC11-09-2015
Nicholas John LetterAdvisors Management Group IncEquitable Advisors, LLC03-04-2013
Rebecca Lyn AgamaiteAdvisors Management Group IncMetLife Securities Inc.03-09-2011
Jesse Dean GrutzAE Wealth Management, LLCAlphaStar Capital Management, LLC10-17-2019
Patrick J CoutureAE Wealth Management, LLCBrookstone Capital Management LLC10-08-2019
Kia Xiong-YangAE Wealth Management, LLCBrookstone Capital Management LLC10-07-2019
William Lee BowmanAegis FinancialRaymond James Financial Services, Inc.$15008-23-2019
Kristie Rene HennesAegis FinancialRaymond James Financial Services, Inc.08-23-2019
Michael Patrick DonnanAegis FinancialRaymond James Financial Services, Inc.08-22-2019
Brian James RogersAegis FinancialRaymond James Financial Services, Inc.08-22-2019
Matthew Trahan GoelzerAllstate Financial Services, LLCEquitable Advisors, LLC03-12-2020
Thomas J KiernanAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC04-08-2019
Kaleb Nathaniel WidmierAllstate Financial Services, LLCValMark Securities, Inc.07-17-2018
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed02-07-2014
Scott Reginald CampbellAllstate Financial Services, LLCAmeritas Investment Company, LLC06-09-2010
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Showing 1 to 25 of 2,007 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.