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
Beth B. LongKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Brandon Edouard CousancaMerrill Lynch, Pierce, Fenner & Smith IncorporatedKestra Investment Services, LLC10-04-2017
Bryan Edward SmithLPL Financial LLCKestra Investment Services, LLC06-01-2011
Charles Evans RoeCommonwealth Financial NetworkKestra Investment Services, LLC$5005-21-2018
Clarence Homer Slaughter IIILPL Financial LLCKestra Investment Services, LLC$5002-26-2016
Daniel Gino AcetiKestra Advisory Services, LLCKestra Investment Services, LLC04-18-2016
Earl Eugene Bain Jr.Kestra Advisory Services, LLCKestra Investment Services, LLC04-21-2016
Franklin Jeffrey McElroyKestra Advisory Services, LLCKestra Investment Services, LLC06-14-2016
Jonathan Allen ShimerKestra Advisory Services, LLCKestra Investment Services, LLC05-02-2016
Joseph Matthew BrooksNorthwestern Mutual Investment Services, LLCKestra Investment Services, LLC$10010-23-2018
Philip John Dettore IIIKestra Advisory Services, LLCKestra Investment Services, LLC04-21-2016
Robert Glenn Russell IIILPL Financial LLCKestra Investment Services, LLC$5003-28-2019
Suzanne G. BarhamEdward JonesKestra Investment Services, LLC$5001-26-2018
Timothy Arthur MellonKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
William Brad BrantleyIndependent Advisor Alliance, LLCKestra Investment Services, LLC08-25-2014
William Brian KingKestra Advisory Services, LLCKestra Investment Services, LLC04-19-2016
William Jeffery CrenshawKestra Advisory Services, LLCKestra Investment Services, LLC04-28-2016

Showing 1 to 17 of 17 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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