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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Susan Renee CopelandBridgeworth, LLCCahaba Wealth Management, Inc.01-23-2020
Jonathan Eric MillicanBridgeworth, LLCKINSIGHT, LLC01-14-2017
Stewart Daniel WhittBridgeworth, LLCLincoln Financial Advisors Corporation$105-11-2015
Jonathan HornsbyBridgeworth, LLCLincoln Financial Advisors Corporation05-11-2015
James Samuel FitchBridgeworth, LLCWarren Averett Asset Management, LLC02-17-2015
Stephen D. IaconisBridgeworth, LLCLincoln Financial Advisors Corporation$5008-20-2012
Stanley Terrell Funches Sr.Bridgeworth, LLCLincoln Financial Advisors Corporation$2508-17-2012
Charles Zachary IveyBridgeworth, LLCLincoln Financial Advisors Corporation$2508-17-2012
David Shelley Le CompteBridgeworth, LLCAmeriprise Financial Services, LLC08-16-2012
Jeris Burns GastonBridgeworth, LLCAmeriprise Financial Services, LLC$1008-16-2012
David Marcus CurlesBridgeworth, LLCLincoln Financial Advisors Corporation08-13-2012

Showing 1 to 11 of 11 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.