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
Burt William MiltenbergerWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$5005-31-2019
Mike BenseyLPL Financial LLC LLCAmeriprise Financial Services, Inc. Services, Inc.$27505-24-2019
Chad P. MichaelsSpyrnal Wealth ManagementAXA Advisors, LLC05-14-2019
Kara Suzanne ReardonNational Securities CorporationAXA Advisors, LLC03-20-2019
Ian AguilarMellen Money Management LLCB&C Financial Advisors05-29-2019
Charles Laurence PoseyGreenbrier Financial LLCBBVA Securities Inc.05-14-2019
Jeffrey Andrew BowenAllstate Financial Services, LLCCalton & Associates, Inc.04-29-2019
Ricky Lawson CarrollGWN Securities Inc.Capital Analysts05-13-2019
Klaus Dieter MiodovCalton & Associates, Inc.Capital Financial Services, Inc.05-01-2019
Luis Angel Munoz Jr.Wells Fargo Clearing Services, LLCCetera Investment Services LLC06-07-2019
Alexander ArrietaWells Fargo Clearing Services, LLCCetera Investment Services LLC05-30-2019
Alfonso Roberto TangherliniCitigroup Global Markets Inc.Cetera Investment Services LLC05-06-2019
Alexandra MarquezCUNA Brokerage Services, Inc.Citi International Financial Services LLC03-29-2019
John Vernon CrockerCrocker CapitalCrocker, White & Frishberg Advisory Group04-22-2019
Ralph S. MunroeLPL Financial LLCCUNA Brokerage Services, Inc.$15005-23-2019
Craig Steven NombergWells Fargo Clearing Services, LLCDavid Lerner Associates, Inc.$25005-29-2019
Benjamin A. ReepAmeriprise Financial Services, Inc.Edward Jones05-03-2019
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones03-29-2019
Frank Christopher SardoSunTrust Investment Services, Inc.Edward Jones$15003-28-2019
Kristen Brooke PerdisattSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-08-2019
Michael Anthony AcamporaD.A. Davidson & Co.FIG Partners, LLC$5005-28-2019
David Robert KennonKennon FinancialFirst Allied Securities, Inc.05-21-2019
Larry Glenn BoggsInternational Assets Advisory, LLCFirst Allied Securities, Inc.$10004-08-2019
Samuel Nathan TuckermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedFortune Financial Services, Inc.03-26-2019
Edward Joseph BehmLPL Financial LLCFSC Securities Corporation06-04-2019
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Showing 1 to 25 of 207 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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