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

Filters

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
« Previous PageNext Page »

Showing 226 to 250 of 10,851 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.