Advisers on the Move TEST

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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin Webb AlbrittonCWM, LLCCambridge Investment Research, Inc.$2508-19-2019
Anthony Dwayne RichEdward JonesCambridge Investment Research, Inc.06-11-2018
Matthew CrabtreeMidwestern Securities Trading Company, LLCCambridge Investment Research, Inc.$2504-25-2018
Melanie M. WarrenPrivate Client Services, LLCCambridge Investment Research, Inc.04-25-2018
Kevin Wayne DuncanLPL Financial LLCCambridge Investment Research, Inc.02-05-2018
Craig Daniel SnavelyCenter Street Securities, Inc.Cambridge Investment Research, Inc.01-29-2018
Dustin Jeffrey KurtzEdward JonesCambridge Investment Research, Inc.01-22-2018
Daniel Lee ProsserMBM Wealth Consultants, LLCCambridge Investment Research, Inc.12-11-2017
Brad C. LawingLF Wealth AdvisorsCambridge Investment Research, Inc.07-07-2017
Phil Allan SherSher Investment ManagementCambridge Investment Research, Inc.02-24-2017
Donald M. StormEdward JonesCambridge Investment Research, Inc.$1002-17-2017
Damian Michael CzechorskiAllstate Financial Services, LLCCambridge Investment Research, Inc.10-18-2016
Daniel E. ShepardOak Road Wealth ManagementCambridge Investment Research, Inc.09-21-2016
Adrian Freund StillmanQuantumleap Wealth Management, LLCCambridge Investment Research, Inc.$15009-13-2016
John Wayne PeekEdward JonesCambridge Investment Research, Inc.$2509-09-2016
Shad RoundyEdward JonesCambridge Investment Research, Inc.08-19-2016
Joseph Eugene ThompsonFidelity Brokerage Services LLCCambridge Investment Research, Inc.01-20-2016
Benjamin Hunter WhitlockMerrill Lynch, Pierce, Fenner & Smith IncorporatedCambridge Investment Research, Inc.01-14-2016
Andrew Lee DenneyLPL Financial LLCCambridge Investment Research, Inc.10-29-2015
David M. CompereUMB Financial Services, Inc.Cambridge Investment Research, Inc.$5009-17-2015
Hugh Michau CannonFirst Heartland Capital, Inc.Cambridge Investment Research, Inc.$5009-17-2015
Stephen Richard MuellerPrincipal Securities, Inc.Cambridge Investment Research, Inc.07-14-2015
Mitchell L. WashingtonVALIC Financial Advisors, Inc.Cambridge Investment Research, Inc.06-24-2015
Clint Matthew HaynesNextGen Wealth, LLCCambridge Investment Research, Inc.09-05-2014
Samuel V. HarrisEdward JonesCambridge Investment Research, Inc.08-21-2014
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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.