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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Charles HawleyLPL Financial LLCWaddell & Reed08-21-2018
Adrienne Sandra NewbergLPL Financial LLCWaddell & Reed07-20-2018
Aimee Kirsten ButlerMerrimanWaddell & Reed03-02-2018
Alexander Reece StarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed03-29-2018
Amado Quiroz Rivera Jr.Morgan StanleyWaddell & Reed$9807-01-2018
Amy Renee ClemensAmeriprise Financial Services, Inc.Waddell & Reed$5002-23-2018
Andrew David RogersLPL Financial LLCWaddell & Reed08-21-2018
Andrew Gerry HackettCUSO Financial Services, L.P.Waddell & Reed12-19-2018
Andrew Robert AdamsTriad Advisors LLCWaddell & Reed09-28-2018
Antonio A. LopezEdward JonesWaddell & Reed11-19-2018
Armen John Guleserian Jr.LPL Financial LLCWaddell & Reed$2502-22-2018
Barry William CoursonCitizens Securities, Inc.Waddell & Reed02-01-2018
Brian Russell ArmogidaVoya Financial Advisors, Inc.Waddell & Reed$5207-20-2018
Chad Michael BelitzAmeriprise Financial Services, Inc.Waddell & Reed$2510-19-2018
Charles Francis LawrenceAmeriprise Financial Services, Inc.Waddell & Reed09-05-2018
Christopher Lee MoyerLPL Financial LLCWaddell & Reed10-01-2018
Colin Jay OverwegAdvize Wealth ManagementWaddell & Reed06-11-2018
Daniel Vladimirovich ZamoshnikovKey Investment Services LLCWaddell & Reed09-20-2018
Dilworth Dean LymanYour Financial PartnershipWaddell & Reed05-15-2018
Edward Albert ThomasWatchtower Wealth Management, Inc.Waddell & Reed08-20-2018
Eric Dana MosserEdward JonesWaddell & Reed01-29-2018
Eric Robert BolandFerocious FinanceWaddell & Reed06-08-2018
Gabriel BarajasLPL Financial LLCWaddell & Reed03-19-2018
Gary Bouch, Brian Coxon, Matthew WagnerOxinas Partners Wealth ManagementWaddell & Reed$22508-28-2018
Gregory Clark CollinsPruco Securities, LLC.Waddell & Reed11-07-2018
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Showing 1 to 25 of 100 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.

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