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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephen Davis MilesAddicus Advisory, LLCINVEST Financial Corporation12-06-2016
Andrew B. AdamsAddicus Advisory, LLCINVEST Financial Corporation12-06-2016
William Chadwick BarberAdvisory Services NetworkWFG Investments, Inc.08-16-2017
John Hoyt Williams Jr.Advisory Services NetworkCambridge Investment Research, Inc.07-10-2017
Michael James PetyakAdvisory Services NetworkCambridge Investment Research, Inc.07-10-2017
Bura Claiborne Stringer Jr.Allstate Financial Services, LLCProEquities, Inc.08-29-2019
Alexander F. AmoryAllstate Financial Services, LLCEdward Jones08-14-2019
Randal Young CokerAllstate Financial Services, LLCEdward Jones06-25-2019
Alford Perryman Jr.Allstate Financial Services, LLCEdward Jones07-26-2018
Tracy Dewayne WoodruffAllstate Financial Services, LLCState Farm VP Management Corp.07-31-2017
Michael David CurtisAllstate Financial Services, LLCBroker Dealer Financial Services Corp.$26004-25-2017
Russell Kyle NaborsAllstate Financial Services, LLCMetLife Securities Inc.03-23-2017
Paul Eric DunkleeAllstate Financial Services, LLCWoodmen Financial Services, Inc.11-10-2016
Jerry Parks MooreheadAllstate Financial Services, LLCVoya Financial Advisors, Inc.$10008-25-2016
Laurie Lynn VannurdenAllstate Financial Services, LLCPruco Securities, LLC.05-19-2016
Claiborne Brunot LagroneAllstate Financial Services, LLCVoya Financial Advisors, Inc.$10004-21-2016
Joshua Clayton BurnsAllstate Financial Services, LLCPark Avenue Securities LLC06-16-2015
Nathan Graham ChaneyAllstate Financial Services, LLCState Farm VP Management Corp.10-22-2014
Ray Alvin BallAllstate Financial Services, LLCMutual of Omaha Investor Services, Inc.$50002-26-2013
Jimmy Stacey BowenAllstate Financial Services, LLCAmeritas Investment Corp.08-05-2010
Paul David KeysAllstate Financial Services, LLCWells Fargo Advisors Financial Network, LLC$25004-15-2009
Tywanna Denise SmithAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2009
Eric Victor GravesAmeriprise Financial Services, Inc.Cetera Investment Advisers LLC01-03-2020
Lewis Conrad Anderson Jr.Ameriprise Financial Services, Inc.Avantax Investment Services, Inc.10-19-2018
Kemper Bruns EhrhardtAmeriprise Financial Services, Inc.Morgan Stanley$15012-16-2016
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Showing 1 to 25 of 515 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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