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
Chad Everett ClarkPelorus Financial, LLCIndependent Financial Partners$2501-10-2019
Brian Christopher DayPelorus Financial, LLCIndependent Financial Partners01-10-2019
Alan Michael MevorahLPL Financial LLCIndependent Financial Partners$2501-09-2019
Perry Wayne NafzigerIHT Wealth Management LLCIndependent Financial Partners01-09-2019
Larry Edward JonesTriad Advisors LLCIndependent Financial Partners01-02-2019
George Patterson FraserTriad Advisors LLCIndependent Financial Partners$15001-02-2019
Darin Boyer WassmannTriad Advisors LLCIndependent Financial Partners$3801-02-2019
Troy W. HaugenTriad Advisors LLCIndependent Financial Partners01-02-2019
Michael Thomas GoddardTriad Advisors LLCIndependent Financial Partners01-02-2019
Richard David FontanaPrivate Advisor Group, LLCIndependent Financial Partners$2512-26-2018
Matthew Ryan HaerrPrivate Advisor Group, LLCIndependent Financial Partners12-24-2018
Frederic W. AmbergResources Investment AdvisorsIndependent Financial Partners$17912-07-2018
Salvatore Anthony DannaResources Investment AdvisorsIndependent Financial Partners$2512-05-2018
Taylor Ryan JonesResources Investment AdvisorsIndependent Financial Partners12-05-2018
Daniel Thomas DuboisResources Investment AdvisorsIndependent Financial Partners$5012-04-2018
William Jay CaldwellResources Investment AdvisorsIndependent Financial Partners12-03-2018
Bryan Leigh MurphyResources Investment AdvisorsIndependent Financial Partners$10012-03-2018
Geoffrey Harden SeboldResources Investment AdvisorsIndependent Financial Partners$4412-03-2018
Mark Steven MillerResources Investment AdvisorsIndependent Financial Partners12-03-2018
Phillip Anthony MathesonResources Investment AdvisorsIndependent Financial Partners$10012-03-2018
Glenn Mark CassidyResources Investment AdvisorsIndependent Financial Partners12-03-2018
Michael Alan RosenthalResources Investment AdvisorsIndependent Financial Partners$5012-03-2018
Asa Kimo KajihiroResources Investment AdvisorsIndependent Financial Partners$1012-03-2018
Benjamin James HodgeResources Investment AdvisorsIndependent Financial Partners12-03-2018
Rylen Takao YamamotoResources Investment AdvisorsIndependent Financial Partners12-03-2018
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Showing 1 to 25 of 35 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.