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
Stephen Edward RischallNavalign, LLC1080 Financial Group07-16-2018
Matt Joseph StadelmanNavalign, LLC1080 Financial Group07-16-2018
Scott Steven BrownRoyal Alliance Associates, Inc.1st Global Advisors Inc09-21-2018
Harold Anthony MorinAmeriprise Financial Services, LLC1st Global Capital Corp.10-03-2018
William Frank TorresCerda Munoz Advisors, Inc1st Global Capital Corp.02-09-2018
John Robert FeldmanAmeritas Investment Company, LLC20/20 Capital Management, Inc$25007-13-2018
Garrett Heath GermanAmeritas Investment Company, LLC20/20 Capital Management, Inc$5007-13-2018
Amy Rogers BlodgettAmeritas Investment Company, LLC20/20 Capital Management, Inc$13607-12-2018
Kristen Lynn ChirhartAmeritas Investment Company, LLC20/20 Capital Management, Inc07-11-2018
Aalok DevkotaDevkota Capital AdvisorsABUNDANCE ADVISERS02-16-2018
David Allen WellsChalice Capital Partners, LLCAccelerated Capital Group07-16-2018
Scott Carl SandusChalice Capital Partners, LLCAccelerated Capital Group07-10-2018
Eric John LudovicoChalice Capital Partners, LLCAccelerated Capital Group07-09-2018
David Angelo DevincenziCharles Schwab & Co., Inc.AIG Capital Services, Inc.$2502-13-2018
Brandon Geoffry KurzMercer Global Advisors Inc.Aldrich Wealth LP09-12-2018
Jon-Paul H WitkopRaymond James & Associates, Inc.Algonquin Advisors LLC05-12-2018
Jason Morgan PerkinsSquar Milner Financial Services, LLCAllegis Investment Services, LLC$4411-08-2018
Theodore Rolfs MillerMML Investors Services, LLCAllstate Financial Services, LLC10-31-2018
Carter G KimMML Investors Services, LLCAllstate Financial Services, LLC09-25-2018
Susiani Djauhari TanFarmers Financial Solutions, LLCAllstate Financial Services, LLC07-25-2018
Robert Alan KahnAlphaNext, LLCAlpha Analytics Investment Group LLC09-25-2018
Maria Nancy MelecioDesert Wealth Management LLCAlpha Wealth Management, LLC07-11-2018
James Paul EstesDesert Wealth Management LLCAlpha Wealth Management, LLC05-22-2018
Dirk Joseph HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedAlphaCore Capital LLC$10011-26-2018
Sara Elizabeth CrouchCUSO Financial Services, L.P.American Fidelity Securities, Inc.07-30-2018
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Showing 1 to 25 of 1,581 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.