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
Andrew Maurice FlatteryCambridge Investment Research, Inc.BMO Harris Financial Advisors, Inc.$15009-21-2018
John George PileggiCambridge Investment Research, Inc.C C F Investments, Inc.01-04-2016
Lisa Diane JonesCambridge Investment Research, Inc.Cambridge Investment Research, Inc.03-10-2014
David Keith HovisCambridge Investment Research, Inc.Cetera Advisor Networks LLC10-17-2016
Terry Lynn NibargerCambridge Investment Research, Inc.Cetera Investment Services LLC$50011-01-2009
Clyde Duane SmithCambridge Investment Research, Inc.Cetera Investment Services LLC11-01-2009
William Joel IdlemanCambridge Investment Research, Inc.Edward Jones07-17-2017
Megan CanadayCambridge Investment Research, Inc.Farmers Financial Solutions, LLC10-17-2016
Cathey Lynn WilliamsonCambridge Investment Research, Inc.First Heartland Capital, Inc.$10010-02-2017
Mitchell L. WashingtonCambridge Investment Research, Inc.First Heartland Capital, Inc.04-01-2012
Terry D. HoltsclawCambridge Investment Research, Inc.FSC Securities Corporation$10010-04-2019
Todd Allen NyeCambridge Investment Research, Inc.Independent Financial Group, LLC$50010-19-2018
Andrew Lee DenneyCambridge Investment Research, Inc.Lawing Financial Inc07-16-2010
William Richard HenksCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$25011-07-2016
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$25007-24-2018
William Dean GrahamCambridge Investment Research, Inc.LPL Financial LLC$10009-30-2015
Ann Margaret CorbinCambridge Investment Research, Inc.MetLife Securities Inc.05-20-2016
Kenan Anderson GodfreyCambridge Investment Research, Inc.MML Distributors, LLC05-01-2013
Erin Lane WidemanCambridge Investment Research, Inc.Money Concepts Capital Corp$10001-08-2016
David Edwin BethelCambridge Investment Research, Inc.National Planning Corporation$25001-27-2017
Adam Lake BethelCambridge Investment Research, Inc.National Planning Corporation01-27-2017
Ashton Nicole WolterCambridge Investment Research, Inc.National Planning Corporation01-27-2017
Derek Jay MitchellCambridge Investment Research, Inc.Next Financial Group, Inc.$25005-01-2009
Ronald Marshall KlineCambridge Investment Research, Inc.Parkland Securities, LLC$25001-14-2016
Matthew Tyler ShullCambridge Investment Research, Inc.Pruco Securities, LLC.$25007-21-2015
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Showing 1 to 25 of 39 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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