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
Adam Christian JensenU.S. Bancorp Investments, Inc.Strategic Advisers LLC04-03-2018
Alexander Semare TeclePerigon Wealth Management, LLCStrategic Advisers LLC06-26-2018
Amy Marie GibsonRobert W. Baird & Co. IncorporatedStrategic Advisers LLC06-07-2018
Andrea M. RoedingTIAA-CREF Individual & Institutional Services, LLCStrategic Advisers LLC02-23-2018
Andrew Martin MenefeeTD Ameritrade Investment Management, LLCStrategic Advisers LLC01-31-2018
Barry Edward Seymour Jr.Morgan StanleyStrategic Advisers LLC08-02-2018
Barton Douglas WagstaffCapita Financial Network, LLCStrategic Advisers LLC04-10-2018
Benjamin Scott GreeneCharles Schwab & Co., Inc.Strategic Advisers LLC05-21-2018
Blake Allen HiettKestra Investment Services, LLCStrategic Advisers LLC08-23-2018
Bradly Scott HoggattTIAA-CREF Individual & Institutional Services, LLCStrategic Advisers LLC06-26-2018
Brandon Jamar CutlerTriad Advisors LLCStrategic Advisers LLC05-21-2018
Brent Andrew CarrothersCharles Schwab & Co., Inc.Strategic Advisers LLC08-02-2018
Brett A. PowerKestra Investment Services, LLCStrategic Advisers LLC05-14-2018
Brian Glenn ZuckerMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC01-26-2018
Brian Michael NanneyTIAA-CREF Individual & Institutional Services, LLCStrategic Advisers LLC01-31-2018
Bryce R. JenkinsRoyal Alliance Associates, Inc.Strategic Advisers LLC04-23-2018
Calvin Jeffrey CelentanoEpstein and White Financial LLCStrategic Advisers LLC06-20-2018
Cameron Jaimes KilleenCNR Securities, LLCStrategic Advisers LLC06-08-2018
Carleton Frederick EllisInfinex Investments, Inc.Strategic Advisers LLC07-18-2018
Casey Elsworth MarksLPL Financial LLCStrategic Advisers LLC05-17-2018
Casey J. VogelFisher InvestmentsStrategic Advisers LLC02-13-2018
Chad C. SewellIHT Wealth Management LLCStrategic Advisers LLC09-17-2018
Christen Marie OvermanChange Path LLCStrategic Advisers LLC02-20-2018
Christopher Allen MarburgerEdward JonesStrategic Advisers LLC04-09-2018
Christopher John WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC03-23-2018
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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.