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
Colin Michael CatheyArvest Wealth ManagementTD Ameritrade, Inc.10-07-2019
James Michael BakerArvest Wealth ManagementAmeriprise Financial Services, Inc.05-13-2019
Kyle Alan SutherlandArvest Wealth ManagementFidelity Brokerage Services LLC04-16-2019
Mark Albert ReuterArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2019
Andrew Glenn AdamsArvest Wealth ManagementCetera Investment Services LLC12-19-2018
Kevin Chester WoodworthArvest Wealth ManagementCantella & Co., Inc.10-17-2018
Lane Richard StaffordArvest Wealth ManagementStephens08-24-2018
Ronnie Tyson BackusArvest Wealth ManagementFirst Command Financial Planning, Inc.08-02-2018
Robert Craig Spears IIArvest Wealth ManagementTIAA-CREF Individual & Institutional Services, LLC07-06-2018
Amanda Faye HartsonArvest Wealth ManagementBankers Life Securities, Inc.12-21-2017
Andrew K. SkinnerArvest Wealth ManagementPNC Investments06-01-2017
Kelley B. HuntArvest Wealth ManagementEdward Jones02-21-2017
Anthony Aven LyonsArvest Wealth ManagementU.S. Bancorp Investments, Inc.11-03-2016
William Walter WhisnantArvest Wealth ManagementRaymond James Financial Services, Inc.02-10-2016
William Joseph JeffsArvest Wealth ManagementCetera Investment Services LLC01-05-2016
Brice George SiscoArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2015
Sean Cassidy MartinArvest Wealth ManagementMorgan Stanley03-11-2014
Kendra Jean Van HornArvest Wealth ManagementAmeriprise Financial Services, Inc.11-07-2013
Shirley C. RamickArvest Wealth ManagementU.S. Bancorp Investments, Inc.07-02-2013
Timothy Beau DollarArvest Wealth ManagementWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-04-2013
Bryan Christopher SpriggsArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2013
Kenneth Cash CovingtonArvest Wealth ManagementMerrill Lynch, Pierce, Fenner & Smith Incorporated01-11-2013
Michael Earl PeeblesArvest Wealth ManagementFinancial Management, Inc.09-18-2012
Andrea DevineArvest Wealth ManagementBBVA Compass Investment Solutions, Inc.02-09-2012
Michael Wayne HazelwoodArvest Wealth ManagementU.S. Bancorp Investments, Inc.08-06-2010
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Showing 1 to 25 of 46 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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