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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cynthia M. MichelPruco Securities, LLC.Allstate Financial Services, LLC12-13-2018
Michael L. HinesPruco Securities, LLC.Allstate Financial Services, LLC$5009-25-2018
Robert Benjamin ZantPruco Securities, LLC.Allstate Financial Services, LLC05-30-2018
John Alexander OgrodnickPruco Securities, LLC.Allstate Financial Services, LLC02-01-2018
John J. ButlerPruco Securities, LLC.Allstate Financial Services, LLC$5001-19-2018
Todd Andrew HammerPruco Securities, LLC.American Portfolios Financial Services, Inc.$2504-30-2018
Standar HammondsPruco Securities, LLC.Ameriprise Financial Services, Inc.$1009-11-2018
Marshall K. JacksonPruco Securities, LLC.Ameriprise Financial Services, Inc.06-22-2018
Brian A. EisenmanPruco Securities, LLC.Ameriprise Financial Services, Inc.$2505-22-2018
Don CenturioniPruco Securities, LLC.Ameritas Investment Corp.$5005-03-2018
Russell Corey CherkesPruco Securities, LLC.AXA Advisors, LLC12-04-2018
Matthew Cornell KeatingPruco Securities, LLC.AXA Advisors, LLC11-29-2018
Robert James GartnerPruco Securities, LLC.AXA Advisors, LLC09-21-2018
Jeffrey R WilsonPruco Securities, LLC.AXA Advisors, LLC$1006-07-2018
Marie Catherine Fikus BaumgartnerPruco Securities, LLC.AXA Advisors, LLC01-11-2018
Michael Anthony FisherPruco Securities, LLC.BancWest Investment Services, Inc.$2501-18-2018
Robby Edward Ammons Jr.Pruco Securities, LLC.Bankers Life Securities, Inc.09-14-2018
William Bradford FlowersPruco Securities, LLC.BB&T Securities, LLC01-08-2019
Gerardo MendozaPruco Securities, LLC.BBVA Securities Inc.12-17-2018
Travis R. BloomPruco Securities, LLC.BBVA Securities Inc.11-01-2018
Andrew Harvey SchallPruco Securities, LLC.Cambridge Investment Research, Inc.$2407-03-2018
Alex Silvestro IIIPruco Securities, LLC.Citizens Securities, Inc.03-15-2018
Gregory Birch GiddingsPruco Securities, LLC.ClearView Investment Partners, LLC10-22-2018
Keenan M. RicePruco Securities, LLC.Country Capital Management Company10-30-2018
Ellie FranklinPruco Securities, LLC.Edward Jones10-18-2018
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Showing 1 to 25 of 118 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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