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
Gabriella SheffieldNorthwest Asset ManagementAdvanced Practice Advisors, LLC02-26-2018
Kent Alan Maclachlan Jr.MacLachlan Wealth ManagementAdvicePeriod, LLC12-06-2018
Kim Karen McNeilThe Advisor Benefits Group, Inc.Albion Financial Group05-09-2018
Amy Barbara BarnesFirebrand Wealth Management, LLCAldrich Wealth LP04-17-2018
Dustin AllberyNorthwest Planning Advisors LLCAmerican Reliance Group10-02-2018
Nicholas Daniel AlbertiniMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.12-20-2018
Stephen J. CookeMML Investors Services, LLCAmeritas Investment Corp.02-12-2018
Sarah Elizabeth WhittakerCambridge Investment Research, Inc.AXA Advisors, LLC10-11-2018
Russell Glenn GochneaurCUSO Financial Services, L.P.AXA Advisors, LLC$5009-28-2018
Joseph Carl FisherKey Investment Services LLCAXA Advisors, LLC06-28-2018
Sean R. GeorgeElderrock Financial LLCBerknell Financial Group, LLC09-12-2018
Roger Charles WallerAmerican Independent Securities Group, LLCBerthel, Fisher & Company Financial Services, Inc.01-02-2019
John Michael QuigleyEQ Wealth ManagementCapital Planning LLC03-07-2018
Stephen Patrick EmanuelsEQ Wealth ManagementCapital Planning LLC03-07-2018
Robert Laurence KundeWoodbury Financial Services, Inc.Centaurus Financial, Inc.12-14-2018
Phillip MultopLPL Financial LLCCetera$30009-17-2018
Gary Lee MeagherLPL Financial LLCCetera Advisor Networks LLC12-12-2018
William Barnard HanafordLPL Financial LLCCetera Advisor Networks LLC$2512-05-2018
James Richard JacksonLPL Financial LLCCetera Advisor Networks LLC12-05-2018
Scott Robert JewettMarsJewett Financial Group, IncCetera Advisor Networks LLC07-16-2018
Elizabeth A. RameyMarsJewett Financial Group, IncCetera Advisor Networks LLC07-16-2018
Brian Glenn MarsMarsJewett Financial Group, IncCetera Advisor Networks LLC07-16-2018
Blaine Robbi CarverMarsJewett Financial Group, IncCetera Advisor Networks LLC07-16-2018
Glenn Robert MarsMarsJewett Financial Group, IncCetera Advisor Networks LLC07-16-2018
David Clyde BartonLPL Financial LLCCetera Advisor Networks LLC06-28-2018
Next Page »

Showing 1 to 25 of 217 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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