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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kristy Michelle SnippertLPL Financial LLCCitizens Securities, Inc.03-14-2018
John Davis FlemingDixon Hughes Goodman Wealth Advisors LLCEdward Jones03-09-2018
James Ronald SchreiberSecurian Financial Services, Inc.MML Investors Services, LLC03-08-2018
Joseph M MilanoCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC$2503-08-2018
Coleton Taylor BooneAllstate Financial Services, LLCUBS Financial Services Inc.03-06-2018
Richard Hakim DrewSedna Wealth Management LLCWells Fargo Funds Distributor, LLC03-06-2018
James Robert DickieSoutheast Investments, N.C., Inc.Ameriprise Financial Services, Inc.03-02-2018
Edward Terral HillLPL Financial LLCEdward Jones$103-01-2018
Loida Gabriela DiazPrincipal Securities, Inc.Horace Mann Investors, Inc.03-01-2018
William Stephen BlanksU.S. Bancorp Investments, Inc.Wells Fargo Securities, LLC03-01-2018
Elizabeth Kenton BrownBB&T Securities, LLCFidelity Brokerage Services LLC02-27-2018
Traci Jean DiblasioFirst Citizens Investor Services, Inc.Wells Fargo Clearing Services, LLC02-27-2018
Nathan Alexander MoserEdward JonesBb&T Investment Services, Inc.$102-23-2018
Kyle L. Clements, Will LangdonJanney Montgomery ScottBank of America Merrill Lynch$30002-22-2018
Kyle Lanning ClementsRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-22-2018
William Patrick LangdonRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$9302-22-2018
John Brandon VickersWells Fargo Clearing Services, LLCScottrade, Inc.02-16-2018
Jay Conan DougallPrincipal Securities, Inc.Waddell & Reed$2502-15-2018
Karen Meyer HollandHobart Private Capital, LLCG.F. Investment Services, LLC02-15-2018
Belinda Mai ButlerMilestone WealthRaymond James Financial Services, Inc.02-13-2018
David Roger HuntMilestone WealthRaymond James Financial Services, Inc.02-13-2018
Mark Robert FarwellSoutheast Investments, N.C., Inc.Independent Financial Group, LLC$2502-12-2018
Robert Steven FoxRaymond JamesWells Fargo Advisors$12002-09-2018
Robert Steven FoxRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15002-09-2018
Brett James DipasqualeSignator Investors, Inc.SagePoint Financial, Inc.02-06-2018
« Previous PageNext Page »

Showing 251 to 275 of 4,057 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.