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
Zack Tyler SkinnerJ.P. Morgan Securities LLCBOK Financial Securities, Inc.03-15-2019
Zachary David HawleyGWN Securities Inc.Legend Equities Corporation01-02-2013
ZACHARY DALE ARCHERBOK Financial Securities, Inc.Arvest Wealth Management06-02-2010
Zachariah ZuhdiJ.P. Morgan Securities LLCMorgan Stanley11-26-2018
Yassire SanieBOK Financial Securities, Inc.SunTrust Investment Services, Inc.11-29-2017
Yancy Dwayne SpiveyWells Fargo Advisors Financial Network, LLCEdward Jones$10007-28-2017
Willy Justin Wayne StewardState Farm VP Management Corp.MetLife Securities Inc.05-08-2012
William Woodward MasonCabot Lodge Securities LLCWilbanks Securities, Inc.$30005-30-2017
William Walter KobsejH. Beck, Inc.Next Financial Group, Inc.$10008-30-2010
William Wallace Wolfe IISA Stone Wealth Management Inc.Hilltop Securities Independent Network Inc.$50003-02-2011
William Victor MaloneVault Wealth Strategies, LLCEdward Jones11-15-2019
William V HarrisSigma Financial CorporationWFG Investments, Inc.$10008-02-2017
William V HarrisWFG Advisors, LPCentury Advisors, LLC08-10-2009
William Thomas Bishop Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley$15008-10-2018
William Sean CoyleHilltop Securities Inc.Citigroup Global Markets Inc.$10003-27-2009
William Raymond Tennant Sr.J M Brown Financial PartnersSecurities America, Inc.11-28-2013
William Ray StagnerLegacy Advance Solutions LLCPrivate Client Services, LLC09-13-2016
William Ray StagnerPrivate Client Services, LLCVSR Financial Services, Inc.$10008-17-2016
William Ray StagnerStagner Financial AdvisoryLegacy Advance Solutions LLC06-18-2016
William Ray StagnerVSR Financial Services, Inc.LPL Financial LLC$10007-15-2014
William Owen Minter IIIWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley$20005-17-2011
William Melton WilliamsLPL Financial LLCLincoln Financial Securities Corporation$10006-24-2013
William Marshall LooneyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Investment Professionals, Inc.$25011-03-2015
William Marshall LooneyInvestment Professionals, Inc.Morgan Stanley & Co. LLC$10005-20-2009
William John WilsonVoya Financial Advisors, Inc.Morgan Stanley$10010-27-2011
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Showing 1 to 25 of 1,162 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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