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
Daniel William WalshSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-15-2016
Christopher Marc TenagliaSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-15-2016
Ronald Kevin TeasdaleSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-16-2016
Jason Howard LaingSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-16-2016
Philip Mario VerdeSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-16-2016
Brooke Bacon WestSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-16-2016
Paul Collins Gordon NealSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-17-2016
Cary William LipmanSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Lloyd Randolph Coates Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Daniel Sean McArthurSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Juan Manuel Ortega Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
David William LivingstonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
John Christopher GriffinSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Jennifer Erna McManusSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Craig Adam CoopersmithSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
Andrew Ronald KnustSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-18-2016
James Edward ChaffinSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Theodore Edward PetersSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Debra Smith ReardonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Joseph Friedrich SolomonSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Lawrence Alexander HatchSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Bridget Geraldine HusseySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-19-2016
Theo BatchelderSunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-22-2016
James Blake Buchanan Jr.SunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-24-2016
John David DowneySunTrust Advisory Services, Inc.SunTrust Investment Services, Inc.08-24-2016
Next Page »

Showing 1 to 25 of 114 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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