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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Reid GreenEGP Wealth Management, LLC1st Global Capital Corp.10-16-2018
David Scott StoneStone Financial1st Global Capital Corp.08-24-2015
Carrell Kirk BillingsleyFSC Securities CorporationAdvantage Capital Corporation02-27-2009
Frederick William MillerFamily Legacy PlanningAE Wealth Management, LLC12-17-2018
Daniel Lucus DickersonVeritas Independent Partners, LLCAllstate Financial Services, LLC06-29-2018
Windell Wells CullersSt. Bernard Financial Services, Inc.Alton Securities Group Inc.01-20-2010
Parker Eli MarshallAmeriprise Financial Services, Inc.Ameriprise Financial Services, Inc.10-23-2019
Bryan R. LawrenceLPL Financial LLCAmeriprise Financial Services, Inc.$15008-29-2019
James Michael BakerArvest Wealth ManagementAmeriprise Financial Services, Inc.05-13-2019
John Peter HoeflLPL Financial LLCAmeriprise Financial Services, Inc.$5010-03-2018
Lara Candice Wilerson DurhamLPL Financial LLCAmeriprise Financial Services, Inc.10-03-2018
Scott R. DailyLPL Financial LLCAmeriprise Financial Services, Inc.$5009-05-2018
Kendra Jean Van HornArvest Wealth ManagementAmeriprise Financial Services, Inc.11-07-2013
Joe Dennis MurrayIFS SecuritiesAmeriprise Financial Services, Inc.$5011-09-2012
John David ButlerVALIC Financial Advisors, Inc.Ameriprise Financial Services, Inc.07-13-2009
James Edwin SummersRaymond James & Associates, Inc.Arvest Wealth Management$15004-17-2019
Troy Allen KestnerRaymond James & Associates, Inc.Arvest Wealth Management$2504-17-2019
Hannah Elizabeth KennedyM. S. Howells & Co.Arvest Wealth Management04-05-2019
Andrew Scott WhitbeckRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Robert Steven WilkinsonRaymond James Financial Services, Inc.Arvest Wealth Management05-31-2018
Rhett Douglas BedwellLPL Financial LLCArvest Wealth Management11-10-2017
Amie Elizabeth FielderThrasher & Chambers, Inc.Arvest Wealth Management09-12-2017
Scott C PhillipsStifel, Nicolaus & Company, IncorporatedArvest Wealth Management$1008-05-2016
Kimberley Gayle WhittleStephensArvest Wealth Management04-04-2013
Dan R KesslerSt. Bernard Financial Services, Inc.Arvest Wealth Management03-07-2013
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Showing 1 to 25 of 475 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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