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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd Addison HaackeStifel, Nicolaus & Company, IncorporatedMorgan Stanley$5001-11-2019
Greg Michael RybarczykTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC01-11-2019
Rushdi Ronie FurrhaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-11-2019
Bradley Aaron ClasenStifel, Nicolaus & Company, IncorporatedMorgan Stanley01-11-2019
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Randolph Erik GanttFiduciary Wealth Group, LLCArtifex Financial Group, LLC01-03-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Todd Thomas RohrerCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.01-02-2019
Corey Alexander VoormanBerndt & Associates IncKarstens Investment Counsel, Inc.12-26-2018
Daniel Alexander RoscoeAmerican Portfolios Financial Services, Inc.Royal Alliance Associates, Inc.12-21-2018
Jason Michael HallmarkSecurities America, Inc.Northwestern Mutual Investment Services, LLC12-20-2018
Ronald Perez PalancaStratos Wealth Partners, LtdAdvisors' Pride Inc.12-17-2018
Kevin Roy CollinsKey Investment Services LLCPNC Investments$15012-12-2018
Brandon S. EllisThe Huntington Investment CompanyPNC Investments12-12-2018
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Larry Glenn JacksonPruco Securities, LLC.Royal Alliance Associates, Inc.12-11-2018
Robert Joseph BlommelMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavid A. Noyes & Company12-10-2018
Anthony Louis Marlette Jr.The Huntington Investment CompanyPNC Investments$15012-07-2018
Martin Edward WilhelmyWells Fargo Clearing Services, LLCUBS Financial Services Inc.12-07-2018
Olin Robert JohanssenWorld Choice Securities, Inc.The O.N. Equity Sales Company$1012-04-2018
James Joseph MarcusLPL Financial LLCKey Investment Services LLC$5011-30-2018
Renee Ann MilyioriJ.P. Morgan Securities LLCUBS Financial Services Inc.$5011-29-2018
Matthew David HeckCetera Advisor Networks LLCCharles Schwab & Co., Inc.$5011-27-2018
Christopher C. BrightCUNA Brokerage Services, Inc.Beacon Hill Investment Advisory, LLC11-27-2018
Michael Carl MuthQCFO, LLCFormidable Asset Management, LLC11-27-2018
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Showing 1 to 25 of 192 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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