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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Edwin SummersRaymond James & Associates, Inc.Arvest Wealth Management$15004-17-2019
Troy Allen KestnerRaymond James & Associates, Inc.Arvest Wealth Management$2504-17-2019
Hannah Elizabeth KennedyM. S. Howells & Co.Arvest Wealth Management04-05-2019
Andrew Scott WhitbeckRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Robert Steven WilkinsonRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Rhett Douglas BedwellLPL Financial LLCArvest Wealth Management11-10-2017
Amie Elizabeth FielderThrasher & Chambers, Inc.Arvest Wealth Management09-12-2017
Scott C PhillipsStifel, Nicolaus & Company, IncorporatedArvest Wealth Management$1008-05-2016
Kimberley Gayle WhittleStephensArvest Wealth Management04-04-2013
Dan R KesslerSt. Bernard Financial Services, Inc.Arvest Wealth Management03-07-2013
Amanda Jane RolandLPL Financial LLCArvest Wealth Management04-10-2012
Clayton L Guthrie, Anthony Jay Elliott, Kenneth Leroy KendallLPL Financial LLCArvest Wealth Management$10004-09-2012
Jack Melton ParksForty Three Eighteen Advisors, LLCArvest Wealth Management05-10-2011
Chad DildayLPL Financial LLCArvest Wealth Management12-10-2010
Gregory Gaines YoungTrent Capital Management, Inc.Arvest Wealth Management07-23-2010

Showing 1 to 15 of 15 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.


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