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
Stanley LeconteInternational Assets Advisory, LLCAmeriprise Financial Services, LLC12-05-2017
George August Walters IIIInternational Assets Advisory, LLCAnderson & Strudwick, Incorporated$5012-08-2011
Gregory Neal LongInternational Assets Advisory, LLCAnderson & Strudwick, Incorporated$10012-01-2011
Donald James Gunn JrInternational Assets Advisory, LLCAnderson & Strudwick, Incorporated10-14-2011
Mary Patricia GunnInternational Assets Advisory, LLCAnderson & Strudwick, Incorporated10-14-2011
Joan Katherine NortonInternational Assets Advisory, LLCAusdal Financial Partners, Inc.04-15-2016
David Alan SnavelyInternational Assets Advisory, LLCCadaret, Grant & Co., Inc.05-07-2020
Richard Warren FleccaInternational Assets Advisory, LLCCetera Advisors LLC11-27-2019
Eldridge Michael Bourque JrInternational Assets Advisory, LLCEdward Jones10-08-2019
Robert Clarence Hall JrInternational Assets Advisory, LLCIndependent Financial Group, LLC04-25-2019
Anthony Ryan MorrisInternational Assets Advisory, LLCLincoln Investment$1108-25-2020
Alejandro MartinezInternational Assets Advisory, LLCLPL Financial LLC12-06-2017
Sean Patrick QuinnInternational Assets Advisory, LLCMorgan Stanley$1,00009-23-2019
Richard Robert FultonInternational Assets Advisory, LLCMorgan Stanley$15009-13-2016
Brian E QuigleyInternational Assets Advisory, LLCParkland Securities, LLC09-25-2020
Brian Matthew GrecoInternational Assets Advisory, LLCRaymond James & Associates, Inc.07-16-2019
Ryan Paul OLearyInternational Assets Advisory, LLCSandy Morris Financial & Estate Planning Services, LLC10-30-2018
Lisa A SamuelsInternational Assets Advisory, LLCSecurian Financial Services, Inc.08-01-2018
Daniel Gregory DivicoInternational Assets Advisory, LLCSecurities America, Inc.05-19-2017
Frank Augustine CuencaInternational Assets Advisory, LLCSII Investments, Inc.$5001-10-2018
Russell Scott BlumInternational Assets Advisory, LLCSunTrust Advisory Services, Inc.$15009-24-2018
Donald Robert ToddInternational Assets Advisory, LLCSunTrust Investment Services, Inc.$15007-08-2019
Nickolai Sergeevich DolyaInternational Assets Advisory, LLCTriloma Securities, LLC04-09-2020
Tiffany A TaylorInternational Assets Advisory, LLCWells Fargo Clearing Services, LLC05-01-2015

Showing 1 to 24 of 24 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.