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
John William Oakley IIICambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC02-01-2018
Ryan David TaylorCambridge Investment Research, Inc.MML Investors Services, LLC02-01-2018
Hans T. HeathCambridge Investment Research, Inc.MML Investors Services, LLC02-01-2018
Marino Parrish StathCambridge Investment Research, Inc.Signator Investors, Inc.01-16-2018
Charles Ronald Houser Jr.Cambridge Investment Research, Inc.Beaconsfield Financial Services, Inc.01-11-2018
Damon David GeorgeCambridge Investment Research, Inc.Independent Financial Group, LLC01-04-2018
Matthew Scott EggarCambridge Investment Research, Inc.AXA Advisors, LLC01-03-2018
William Michael KrzesinskiCambridge Investment Research, Inc.Lincoln Financial Securities Corporation01-02-2018
Barry Robert Bynum Jr.Cambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Jeremy Wilkins LaubCambridge Investment Research, Inc.Commonwealth Financial Network01-02-2018
William Stephen Jones Jr.Cambridge Investment Research, Inc.Advantage Investment Management, LLC01-02-2018
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Ashley E. KingCambridge Investment Research, Inc.INVEST Financial Corporation01-02-2018
Timothy Joseph Moore Sr.Cambridge Investment Research, Inc.Voya Financial Advisors, Inc.12-21-2017
Divam N. MehtaCambridge Investment Research, Inc.INVEST Financial Corporation12-15-2017
Warren Woodrow Church Jr.Cambridge Investment Research, Inc.Waddell & Reed12-08-2017
Kevin Paul SullivanCambridge Investment Research, Inc.Century Securities Associates, Inc.12-06-2017
David A. KemperCambridge Investment Research, Inc.Fidelity Brokerage Services LLC12-06-2017
Larry Alan MengerinkCambridge Investment Research, Inc.SII Investments, Inc.12-01-2017
Kim Holland-LyonCambridge Investment Research, Inc.Securities Service Network, LLC12-01-2017
Raymond Patrick CraneCambridge Investment Research, Inc.1st Global Capital Corp.12-01-2017
Merle Frederick Lynch Jr.Cambridge Investment Research, Inc.LPL Financial LLC12-01-2017
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Daniel Lynn FellersCambridge Investment Research, Inc.INVEST Financial Corporation11-30-2017
Jon Patrick EngelCambridge Investment Research, Inc.OneAmerica Securities, Inc.11-30-2017
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Showing 201 to 225 of 1,729 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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