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
Taylor Alan WhittLPL Financial LLCMML Investors Services, LLC09-12-2018
Calvin Mark Taylor Jr.Principal Securities, Inc.MML Investors Services, LLC06-04-2018
Ben StillAXA Advisors, LLCMML Investors Services, LLC03-02-2018
Nicholas Moor WeissfeldLincoln Financial Advisors CorporationMML Investors Services, LLC$2510-30-2017
Cobb Hays HammondMoney Concepts Capital CorpMML Investors Services, LLC$110-26-2017
James Ryan SnellenCambridge Investment Research, Inc.MML Investors Services, LLC10-18-2017
Benjamin Louis Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC$109-20-2017
Gerald King EmersonPruco Securities, LLC.MML Investors Services, LLC$1008-31-2017
Jeff M WilliamsCetera Investment Services LLCMML Investors Services, LLC06-09-2017
William Bruce Patteson Sr.SunTrust Investment Services, Inc.MML Investors Services, LLC06-01-2017
John Powell LaffertyPrincipal Securities, Inc.MML Investors Services, LLC05-05-2017
Paul E GoodINVESTMENT PROFESSIONALS, INC.MML Investors Services, LLC04-21-2017
Jeremy Allan JamesFarmers Financial Solutions, LLCMML Investors Services, LLC01-19-2017
Anthony William YoussefiCambridge Investment Research, Inc.MML Investors Services, LLC11-10-2016
Michael Russell DunnCambridge Investment Research, Inc.MML Investors Services, LLC$111-04-2016
Stephen Kenneth ReevesVALIC Financial Advisors, Inc.MML Investors Services, LLC06-06-2016
Monte Brant MillerCambridge Investment Research, Inc.MML Investors Services, LLC$2504-25-2016
Donald Alan McafeeVoya Financial Advisors, Inc.MML Investors Services, LLC04-21-2016
Jeffrey Matthew HammGPWA, LLCMML Investors Services, LLC$102-24-2016
Philip Dwayne HicksPrincipal Securities, Inc.MML Investors Services, LLC09-01-2015
Robert Edward BurksStrategic Advisers LLCMML Investors Services, LLC06-12-2015
Charles L SkipperFarmers Financial Solutions, LLCMML Investors Services, LLC05-14-2015
Clint Earl MorrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-30-2015
Dean Vincent ToscanoGPWA, LLCMML Investors Services, LLC$5002-23-2015
John C Wooten IIIPrincipal Securities, Inc.MML Investors Services, LLC01-22-2015
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Showing 1 to 25 of 49 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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