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
Sherrill Franklin Young Jr.Raymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Stephen Anthony MolinelliAPW Capital, Inc.Purshe Kaplan Sterling Investments$2501-02-2019
Stephen Ross StanleyTD Ameritrade Investment Management, LLCMorgan Stanley01-02-2019
Steven Dwayne MusielskiCambria Capital, LLCSpencer Edwards, Inc.$10001-02-2019
Steven Michael ElefsonIFS SecuritiesCary Street Partners$10001-02-2019
Stewart Ratliff PopeCambridge Investment Research, Inc.Nationwide Securities, LLC01-02-2019
Tiffany R. GuittapInfinex Investments, Inc.WesBanco Securities, Inc.01-02-2019
Todd Thomas FricksFortune Financial Services, Inc.Cantella & Co., Inc.01-02-2019
Todd William GambitGambit Asset ManagementChicago Partners Investment Group LLC01-02-2019
Willard David Moore Jr.APW Capital, Inc.Purshe Kaplan Sterling Investments$101-02-2019
William FuentesCentaurus Financial, Inc.Questar Capital Corporation$2501-02-2019
William Michael MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15001-02-2019
Cheryl S GlazerSecurities America, Inc.Questar Capital Corporation$2512-27-2018
David William SosaWells Fargo Clearing Services, LLCAXA Advisors, LLC12-27-2018
James Edward MartinLincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC$2512-27-2018
Jaquelin Orantes YanesWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-27-2018
Justin Miles McdannaldInvestacorp, Inc.Cadaret, Grant & Co., Inc.$112-27-2018
Michael Raymond PatrickAmeritas Investment Corp.Belpointe Asset Management LLC12-27-2018
Sean Christopher SomervilleCoastal Equities, Inc.Morgan Stanley$112-27-2018
Tylen Lee TurmanInvestacorp, Inc.Cadaret, Grant & Co., Inc.12-27-2018
Jason A SnipeOdyssey Capital Advisors Inc.Saxony Securities, Inc.12-27-2018
Carol Ann WhelanCetera Advisors LLCQuestar Capital Corporation$112-26-2018
Charles Anthony TruhlarBrooklight Place Securities, Inc.Interactive Financial Advisors12-26-2018
Corey Alexander VoormanBerndt & Associates IncKarstens Investment Counsel, Inc.12-26-2018
Damon Ralph CouchMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.12-26-2018
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Showing 276 to 300 of 557 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.

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