Advisers on the Move TEST

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
Lynn Raymond SiewertEpic Trust Investment Advisors LLCAdvanced Corporate Planning, LLC02-13-2018
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
Cody Robert RoosLPL Financial LLCALLELUIA FINANCIAL LLC10-31-2018
Shannon Maureen SpanglerFisher InvestmentsAllianceBernstein L.P.04-10-2018
Jed Albert FisherAllstate Financial Services, LLCAllstate Financial Services, LLC05-15-2018
James Dale BecknerAllstate Financial Services, LLCAllstate Financial Services, LLC01-18-2018
Dustin AllberyNorthwest Planning Advisors LLCAmerican Reliance Group10-02-2018
James Ian MaherFisher InvestmentsAmeriprise Financial Services, LLC01-11-2019
Nicholas Daniel AlbertiniMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC12-20-2018
James Raymond SimoneLPL Financial LLCAmeriprise Financial Services, LLC11-01-2018
Matthew Eric CanoFisher InvestmentsAmeriprise Financial Services, LLC10-25-2018
Stephen J. CookeMML Investors Services, LLCAmeritas Investment Company, LLC02-12-2018
Marty Mann BenderNorthwest Asset ManagementAshton Thomas Private Wealth08-30-2018
Kristopher Neal KohtzTwo Firs FinancialAvantax Investment Services, Inc.12-04-2018
Celeste L. YuTwo Firs FinancialAvantax Investment Services, Inc.12-04-2018
Mitchell Felix CzukCetera Financial Specialists LLCAvantax Investment Services, Inc.$2506-29-2018
Christopher Michael NienasFisher InvestmentsAXA Advisors, LLC11-29-2018
Sarah Elizabeth WhittakerCambridge Investment Research, Inc.AXA Advisors, LLC10-11-2018
Russell Glenn GochneaurCUSO Financial Services, L.P.AXA Advisors, LLC$5009-28-2018
Austin J. BryanJ.P. Morgan Securities LLCAXA Advisors, LLC08-22-2018
Evan David JordanJ.P. Morgan Securities LLCAXA Advisors, LLC08-16-2018
Joseph Carl FisherKey Investment Services LLCAXA Advisors, LLC06-28-2018
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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.