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
Aaron Walter NiecCambridge Investment Research, Inc.Payant Wealth Management Group$5008-05-2009
Adam D. ParksCambridge Investment Research, Inc.First Command Financial Planning, Inc.$2509-18-2015
Adam Lee VilaCambridge Investment Research, Inc.Cambridge Investment Research, Inc.01-31-2020
Andres Humberto GomezCambridge Investment Research, Inc.PFS Investments Inc.06-01-2020
Andrew Lee SinclairCambridge Investment Research, Inc.Synovus Securities, Inc.09-17-2018
Anthony DelgadoCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1006-05-2020
Arthur Lee Boyd IIICambridge Investment Research, Inc.SunTrust Advisory Services, Inc.$1,00011-01-2018
Ashley A. SheridanCambridge Investment Research, Inc.Geneos Wealth Management, Inc.$2509-19-2014
Barrington Darby BrowerCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$10001-01-2010
Bennett J. LeiserCambridge Investment Research, Inc.MetLife Securities Inc.09-08-2014
Brent Michael WadzitaCambridge Investment Research, Inc.Ameritas Investment Company, LLC09-08-2017
Brian Lee FullerCambridge Investment Research, Inc.AXA Advisors, LLC03-18-2020
Carlos J. Berrios-AgostoCambridge Investment Research, Inc.PFS Investments Inc.07-16-2019
Charles David WoldenbergCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$4612-01-2016
Charles Howard DrysdaleCambridge Investment Research, Inc.SagePoint Financial, Inc.$1006-26-2009
Christian Timothy StearnsCambridge Investment Research, Inc.First Command Financial Planning, Inc.$15008-01-2019
Christopher Adam DunhamCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-13-2018
Christopher Hampton ReuschleCambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Christopher M. DinataleCambridge Investment Research, Inc.MetLife Securities Inc.01-06-2014
Christopher Michael KmetzCambridge Investment Research, Inc.MetLife Securities Inc.09-14-2016
Colin T. GrayCambridge Investment Research, Inc.LPL Financial LLC04-17-2018
Conrad Martin BanspachCambridge Investment Research, Inc.LPL Financial LLC09-18-2018
Daniel Clifford BelcherCambridge Investment Research, Inc.Commonwealth Financial Network01-05-2016
Daniel Edward PodawiltzCambridge Investment Research, Inc.Commonwealth Financial Network$5011-01-2019
Daniel Justin DunnCambridge Investment Research, Inc.Broker Dealer Financial Services Corp.$15006-01-2018
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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.