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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
A. Gib McEachran, John W. HardyCetera Advisor Networks LLCLPL Financial LLC $27011-29-2019
Brice Russell OldhamCetera Advisor Networks LLCMorgan Stanley08-01-2014
Brice Sawyer GibsonCetera Advisor Networks LLCEdward Jones12-04-2015
Denis Richard CurcioCetera Advisor Networks LLCMML Investors Services, LLC$10003-09-2010
Dorothy Ann SperryCetera Advisor Networks LLCStrategic Advisers LLC04-22-2016
Emily Benn NetzelCetera Advisor Networks LLCRaymond James & Associates, Inc.$10011-28-2014
Emily BosterCetera Advisor Networks LLCVanguard Marketing Corporation01-04-2016
Garrett Daniel LayellCetera Advisor Networks LLCEdward Jones03-06-2013
John Hamilton Adams IICetera Advisor Networks LLCAmeriprise Financial Services, Inc.06-16-2010
John Michael HallCetera Advisor Networks LLCMorgan Stanley$10012-02-2011
Joshua Reese Bailey IICetera Advisor Networks LLCAXA Advisors, LLC02-19-2019
Leslie Davis AllisonCetera Advisor Networks LLCRaymond James Financial Services, Inc.04-15-2019
Nathaniel Reed CoatsCetera Advisor Networks LLCEdward Jones11-23-2015
Philip Reese BaileyCetera Advisor Networks LLCRaymond James Financial Services, Inc.$50004-15-2019
Richard Burton Megorden IICetera Advisor Networks LLCAmerican Financial Management Group, Ltd.$50009-03-2013
Richard P TaylorCetera Advisor Networks LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-26-2013
Robert Steven Stewart IVCetera Advisor Networks LLCAvantax Investment Services, Inc.$10008-08-2012
Susan Amy RizziCetera Advisor Networks LLCTriad Financial Advisors, Inc.$15012-14-2011
Theodore John Delisi IVCetera Advisor Networks LLCIFG Advisory, LLC$15003-14-2018
Wesley Robert ReedCetera Advisor Networks LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-27-2009

Showing 1 to 20 of 20 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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