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
Joseph Edward StorzingerTraderfield Securities Inc.American Portfolios Financial Services, Inc.$1001-09-2019
James Edward McArthurTraderfield Securities Inc.American Portfolios Financial Services, Inc.01-09-2019
Joseph Crawford PaulChapin, DavisCresap, Inc.$10001-09-2019
Elizabeth A. GreenBB&T Securities, LLCMorgan Stanley$5001-09-2019
Joshua Michael HayesBenjamin F. Edwards & Company, Inc.Waddell & Reed01-09-2019
John Michael EhlersResources Investment AdvisorsLPL Financial LLC$2501-09-2019
Jason A WhitlockFisher InvestmentsJ.P. Morgan Securities LLC01-09-2019
Andrew Lee GryszowkaFisher InvestmentsTD Ameritrade, Inc.01-09-2019
Jordan C. FowlerFisher InvestmentsFidelity Personal and Workplace Advisors01-09-2019
Cicely Raechelle JaubertTD Ameritrade Investment Management, LLCMorgan Stanley01-09-2019
Matthew K TeetorSequoia Financial Group, L.L.C.LJPR FINANCIAL ADVISORS01-09-2019
Kyle J BurnsThe Rikoon Group, LLCThe Rikoon Group, LLC01-09-2019
Shane Tyler WissmannAllen Capital Group, LLCNovem Group01-09-2019
James Nicholas VolpeArcher Investment CorporationAvantax Investment Services, Inc.01-09-2019
Devonee Lynn KershnerLotusGroup AdvisorsLee Financial Company, LLC01-09-2019
Michael David StrasserChicago Partners Investment Group LLCPONDEROSA WEALTH MANAGEMENT01-09-2019
Eric R. FrancisDentist AdvisorsCharles Schwab & Co., Inc.01-09-2019
Lance Wayne RiddleOptimalFolios, LLCOptimalFolios, LLC01-09-2019
Robert Willing RyanRWR Investments LLCRWR Investments LLC01-09-2019
Perry Wayne NafzigerIHT Wealth Management LLCIndependent Financial Partners01-09-2019
Charles Riley ConstantConstant Wealth Management, LLCConstant Wealth Management, LLC01-09-2019
James Worth Schaeffer Jr.Constant Wealth Management, LLCConstant Wealth Management, LLC01-09-2019
Janet Marie Bentley-EwersInvictus Capital InvestorsES Advisory Group$5001-09-2019
Jarrett S. FriersonInvictus Capital InvestorsInvictus Capital Investors01-09-2019
Nickolas Magora Jr.TCP Asset Management, LLCCetera Investment Services LLC01-09-2019
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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.