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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ross Vincent MenkeMariner Wealth AdvisorsLyndale Financial06-03-2019
Stan Eugene GraberCommonwealth Financial NetworkParkland Securities, LLC05-30-2019
Alfred Sietze VanderlaanWestPark Capital, Inc.Sandlapper Securities, LLC05-20-2019
Aron Martz Michael MartinCetera Advisor Networks LLCU.S. Bancorp Investments, Inc.$23005-10-2019
Michael Larry MartinCetera Advisor Networks LLCU.S. Bancorp Investments, Inc.$15005-10-2019
Aron Cordell MartzCetera Advisor Networks LLCU.S. Bancorp Investments, Inc.$10005-10-2019
Gwen Lily MartinWaddell & ReedAmeriprise Financial Services, LLC05-09-2019
Nikolas Stefan BoyceHahn Financial GroupNorthwestern Mutual Investment Services, LLC05-08-2019
Jeremy C TimsSilver Oak Securities, IncorporatedPurshe Kaplan Sterling Investments$2504-30-2019
Mark Allan JonesonCetera Advisor Networks LLCBerthel, Fisher & Company Financial Services, Inc.03-18-2019
Steven Allen MuschCetera Advisor Networks LLCBFC Planning, Inc.03-18-2019

Showing 1 to 11 of 11 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.