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
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018
Mark Alan TerwilligerLPL Financial LLCAllstate Financial Services, LLC$5012-05-2018
Joseph Edward JarrettSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Legna Gonzalez and Curtis DabrosLPL FinancialCUSO Financial Services, L.P.$13011-30-2018
Lori Suzanne NadglowskiPrincipal Securities, Inc.Independent Financial Partners$1,00011-30-2018
William Bruce Floyd Jr.The Investment Center, Inc.Infinex Investments, Inc.11-30-2018
Bradley Paul SchwartzKeyes, Stange & Wooten Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2018
James Burl FergusonAmerican Portfolios Financial Services, Inc.Flaharty Asset Management, LLC$3911-28-2018
Tad Michael SacheckAtlantic Wealth Partners, LLCRaymond James Financial Services, Inc.11-27-2018
Wayne Donald LeboeufCetera Advisors LLCQuestar Capital Corporation$111-27-2018
Gregory William ChapmanFlood Tide Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2018
Andrew Ryan GoldbergSecurities America, Inc.Questar Capital Corporation$111-21-2018
Michael Lloyd FarahRoyal Alliance Associates, Inc.Foresters Equity Services, Inc.11-21-2018
Todger Allen StrunkAethos Investment ManagementSunTrust Advisory Services, Inc.11-21-2018
Chad Allent DevoreWells Fargo Clearing Services, LLCAmerican Equity Investment Corporation$111-19-2018
Eban BarnettMorgan StanleyWells Fargo Clearing Services, LLC$2511-16-2018
Jeffrey John KrugCambridge Investment Research, Inc.MML Investors Services, LLC$2511-16-2018
Kevin James FarrowCUNA Brokerage Services, Inc.Saxony Securities, Inc.11-16-2018
Michael Todd FelsJ.W. Cole Financial, Inc.Wells Fargo Clearing Services, LLC$2511-16-2018
Robert Joseph DimariaAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-16-2018
Alejandro Robert BeguiristainBCI Securities, Inc.Raymond James Financial Services, Inc.11-15-2018
Ethan Misho CampbellWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$111-14-2018
Charles Richard MontgomeryOppenheimer & Co. Inc.ADP Broker-Dealer, Inc.11-13-2018
Nicholas Daniel Manukas Jr.Cetera Investment Services LLCUSAA Investment Management Company$5011-13-2018
Evan Robin GuidoHD Vest Investment ServicesRobert W. Baird & Co. Incorporated$2511-12-2018
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Showing 226 to 250 of 10,851 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.


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