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
Rick Brooks BoydWaddell & ReedMML Investors Services, LLC07-20-2018
Barry Randal WiskirchenCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$5007-18-2018
Justin L FreeWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2018
Stuart Thomas HendersonPackerland Brokerage Services, Inc.United Advisors America Corporation07-10-2018
Philip WeisbachHarbour Investments, Inc.INVEST Financial Corporation07-09-2018
Mark Robert FrielerAmerican Portfolios Financial Services, Inc.H. Beck, Inc.$2506-29-2018
Roger Allen WilsonHD Vest Investment ServicesSignator Investors, Inc.06-25-2018
Clay Brandt, Nate BrandtRaymond JamesWells Fargo Advisors$17306-20-2018
Eric Allen HeitingCentral Wealth Management, LLC.NYLIFE Securities LLC06-19-2018
Brian Ray PondMML Investors Services, LLCFidelity Brokerage Services LLC$1006-18-2018
Eileen Renee MenacherAmeriprise Financial Services, Inc.National Planning Corporation$106-18-2018
Jay David LandremanEdward JonesThrivent Investment Management Inc.06-15-2018
Daniela Rossi De CamargoWestern International Securities, Inc.First Allied Securities, Inc.06-14-2018
William Robert Chambers IIIChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-11-2018
Charles John KraftAllstate Financial Services, LLCThrivent Investment Management Inc.06-08-2018
Ross Anthony MuellerMutual Securities, Inc.LPL Financial LLC$25006-08-2018
Wendy Rae LochChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-05-2018
Frank C BarnettSagePoint Financial, Inc.MML Investors Services, LLC$106-01-2018
Kurt William ZippPark Avenue Securities LLCWaddell & Reed$2505-31-2018
Clay William BrandtRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15005-25-2018
Kenneth Allen JohnsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$105-25-2018
Nathaniel William BrandtRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC05-25-2018
Patrick Mathew MinskeyLPL Financial LLCEdward Jones$15005-25-2018
Tina Marie GrenlieEdward JonesThrivent Investment Management Inc.05-25-2018
Michael Francis ShillinA.G.P. / Alliance Global PartnersRaymond James Financial Services, Inc.$5005-23-2018
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Showing 101 to 125 of 2,319 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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