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
Gregory David GibsonCambridge Investment Research, Inc.Allstate Financial Services, LLC08-18-2011
Kent Wakefield McKeeCambridge Investment Research, Inc.Ameriprise Financial Services, Inc.$2505-18-2011
Peter John GauthierCambridge Investment Research, Inc.Ameritas Investment Corp.08-10-2018
James Leslie MartinCambridge Investment Research, Inc.Ameritas Investment Corp.$2510-02-2017
Richard Dean GodfreyCambridge Investment Research, Inc.Ameritas Investment Corp.09-12-2017
Tyler James WitmanCambridge Investment Research, Inc.Ameritas Investment Corp.09-11-2017
Brent Michael WadzitaCambridge Investment Research, Inc.Ameritas Investment Corp.09-08-2017
Stuart Tracy WinfreeCambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Kenneth Albert Friedman Jr.Cambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Christopher Hampton ReuschleCambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Kimberly Ann NewsomeCambridge Investment Research, Inc.Brewer Financial Services, LLC11-15-2010
Daniel Justin DunnCambridge Investment Research, Inc.Broker Dealer Financial Services Corp.$15006-01-2018
David Alan AndersonCambridge Investment Research, Inc.C C F Investments, Inc.02-11-2015
Robert M. SeamanCambridge Investment Research, Inc.Capital Analysts$1202-28-2019
Kevin Paul SullivanCambridge Investment Research, Inc.Century Securities Associates, Inc.12-06-2017
Danny Howard ClarkCambridge Investment Research, Inc.Citigroup Global Markets Inc.03-13-2009
Daniel Clifford BelcherCambridge Investment Research, Inc.Commonwealth Financial Network01-05-2016
Mary Kathleen Brown-ThibodeauCambridge Investment Research, Inc.Edward Jones$1008-31-2012
Rebecca Leigh JonesCambridge Investment Research, Inc.Edward Jones$2509-17-2010
Demian Emilio PentonCambridge Investment Research, Inc.Edward Jones09-17-2010
David J. LlewellynCambridge Investment Research, Inc.Edward Jones09-17-2010
Jeffrey Gene GlynnCambridge Investment Research, Inc.First Command Advisory Services08-01-2019
Christian Timothy StearnsCambridge Investment Research, Inc.First Command Advisory Services$15008-01-2019
Christian Timothy StearnsCambridge Investment Research, Inc.First Command Advisory Services$15008-01-2019
Christian Timothy StearnsCambridge Investment Research, Inc.First Command Advisory Services$15008-01-2019
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Showing 1 to 25 of 82 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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