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
Aaron Walter NiecCambridge Investment Research, Inc.SagePoint Financial, Inc.$2508-05-2009
Adam David ParksCambridge Investment Research, Inc.First Command Financial Planning, Inc.$2509-18-2015
Ashley Ali SheridanCambridge Investment Research, Inc.Geneos Wealth Management, Inc.09-19-2014
Barrington Darby BrowerCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation01-01-2010
Bennett J LeiserCambridge Investment Research, Inc.MetLife Securities Inc.09-08-2014
Brent Michael WadzitaCambridge Investment Research, Inc.Ameritas Investment Corp.09-08-2017
Carl John LabrunaCambridge Investment Research, Inc.J.P. Morgan Securities LLC$15004-04-2014
Carlos J. Berrios-AgostoCambridge Investment Research, Inc.First American National Securities, Inc.07-16-2019
Charles David WoldenbergCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$4612-01-2016
Charles Howard DrysdaleCambridge Investment Research, Inc.SagePoint Financial, Inc.06-26-2009
Christopher Hampton ReuschleCambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Christopher Michael DinataleCambridge Investment Research, Inc.MetLife Securities Inc.01-06-2014
Daniel Clifford BelcherCambridge Investment Research, Inc.Commonwealth Financial Network$2501-05-2016
Danny Howard ClarkCambridge Investment Research, Inc.Citigroup Global Markets Inc.$5003-13-2009
David Alan AndersonCambridge Investment Research, Inc.C C F Investments, Inc.$102-11-2015
David Daniel CohenCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC$2503-15-2019
David J LlewellynCambridge Investment Research, Inc.Edward Jones$2509-17-2010
David Robert Pettit IIICambridge Investment Research, Inc.Transamerica Financial Advisors, Inc$2504-19-2016
Demian Emilio PentonCambridge Investment Research, Inc.Edward Jones$1009-17-2010
Doug L CoadCambridge Investment Research, Inc.Edward Jones07-01-2016
Elisabeth Anne DavisCambridge Investment Research, Inc.Independent Financial Partners12-09-2014
Eric Wayne FilkinsCambridge Investment Research, Inc.Signator Investors, Inc.08-04-2016
Evian Amaro CruzCambridge Investment Research, Inc.PFS Investments Inc.06-05-2019
Geoffrey Brian KasherCambridge Investment Research, Inc.MetLife Securities Inc.01-20-2015
Gordon F JaegerCambridge Investment Research, Inc.RBC Capital Markets, LLC$111-05-2009
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Showing 1 to 25 of 87 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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