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
Brandon Glenn HedrickCambridge Investment Research, Inc.Nationwide Securities, LLC11-18-2019
Ryan Justin StilleCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$1011-18-2019
Troy Flinn, Mary Margaret KastelbergCambridge Investment research, Inc.Kestra Investment Services LLC$23008-01-2019
Gloria Nydam GoodeCambridge Investment Research, Inc.Securities America, Inc.$50003-18-2019
Grisell CaberopalssonCambridge Investment Research, Inc.MML Investors Services, LLC$25002-22-2019
Tracy Graham MeltonCambridge Investment Research, Inc.Salomon and Ludwin$10002-07-2019
Ravi Chavali NarayanCambridge Investment Research, Inc.Summit Brokerage Services, Inc.$10001-18-2019
Joseph Scott KomarnickiCambridge Investment Research, Inc.Latitude Advisors, LLC10-26-2018
Robert William BlackCambridge Investment Research, Inc.Nationwide Investment Services Corporation03-01-2018
Divam Nayan MehtaCambridge Investment Research, Inc.INVEST Financial Corporation12-15-2017
Jeremy Dustin NicholsCambridge Investment Research, Inc.INVEST Financial Corporation$50011-30-2017
Bryan Bartlett RexCambridge Investment Research, Inc.INVEST Financial Corporation$10011-16-2017
Ricky Lynn RobertsonCambridge Investment Research, Inc.1st Global Capital Corp.$10011-16-2017
Thomas Meade Kampfmueller Jr.Cambridge Investment Research, Inc.1st Global Capital Corp.$50011-16-2017
Wiley Cecil Keel Jr.Cambridge Investment Research, Inc.1st Global Capital Corp.11-16-2017
Robert Amir FeiseeCambridge Investment Research, Inc.National Planning Corporation10-17-2017
Mark Kevin KingCambridge Investment Research, Inc.WFG Investments, Inc.$50008-22-2017
BRIAN O'NEILLCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50007-07-2017
John Stephen NagleCambridge Investment Research, Inc.Edward Jones05-26-2017
William Brett CollinsCambridge Investment Research, Inc.MML Investors Services, LLC05-04-2017
Shannon Layne SealeyCambridge Investment Research, Inc.Cetera Advisor Networks LLC$50004-26-2017
Daniel Stephen BurrillCambridge Investment Research, Inc.Signator Investors, Inc.03-01-2017
Philip Thomas CorsoCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-06-2017
Henry Barrett JonesCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$80012-02-2016
Jon William LindbergCambridge Investment Research, Inc.Kovack Securities Inc.05-16-2016
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Showing 1 to 25 of 98 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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