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
Akbar Kassamali KassamLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Alexander Love Hinson Jr.Ameriprise Financial Services, Inc.INVEST Financial Corporation07-28-2017
Allison Carrie McCurryLPL Financial LLCINVEST Financial Corporation$2502-14-2018
Andrew J. ToeringLPL Financial LLCINVEST Financial Corporation02-14-2018
Andrew Mark LaroccoLPL Financial LLCINVEST Financial Corporation02-14-2018
Angel GalanLPL Financial LLCINVEST Financial Corporation02-14-2018
Chad Spencer WilliamsLPL Financial LLCINVEST Financial Corporation$2502-14-2018
Charles Steven RobertsLPL Financial LLCINVEST Financial Corporation02-14-2018
Charles Timothy OwensLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Christopher Paul CantrellRaymond James Financial Services, Inc.INVEST Financial Corporation10-10-2014
Clint Michael FarabaughLPL Financial LLCINVEST Financial Corporation02-14-2018
Clyde Mahlon HolmesLPL Financial LLCINVEST Financial Corporation02-14-2018
Cory Lane RobinsonLPL Financial LLCINVEST Financial Corporation02-14-2018
Craig Ryan SeligmanLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Darin Andrew StevensLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Deric Bernard GovernaleLPL Financial LLCINVEST Financial Corporation$3202-14-2018
Eric Todd StuckeyAmeriprise Financial Services, Inc.INVEST Financial Corporation$5001-02-2018
Galen K. ReederAmeriprise Financial Services, Inc.INVEST Financial Corporation01-02-2018
Gary R. ZaneLPL Financial LLCINVEST Financial Corporation02-14-2018
Gary Warren DorseyLPL Financial LLCINVEST Financial Corporation$2502-14-2018
Gayland Glynn CollinsLPL Financial LLCINVEST Financial Corporation02-14-2018
Gerald Orville Bevens Jr.LPL Financial LLCINVEST Financial Corporation$15002-14-2018
Gregory F. PattonLPL Financial LLCINVEST Financial Corporation02-14-2018
Harry Randall ArrowoodLPL Financial LLCINVEST Financial Corporation$9102-14-2018
Jaime Grimes HuffmanLPL Financial LLCINVEST Financial Corporation$1902-14-2018
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Showing 1 to 25 of 58 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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