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
Roy Myron FakouryLPL Financial LLCWells Fargo Advisors Financial Network, LLC$10007-23-2019
Clay Wallace HersheyLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-19-2018
Edward Camden WerntzLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-19-2018
Robert Autrey WilliamsLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-19-2018
Lemuel Benton MontgomeryLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-14-2018
Lee Guy TillerLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-14-2018
Benjamin Todd AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-03-2018
Alan Robert Nachman IINachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC$37505-01-2018
James Alvin Cannon JrNachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC05-01-2018
Benjamin King Norwood IIINachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC05-01-2018
Maura Sill CopseyNachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC05-01-2018
Russell B MillerNachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC05-01-2018
Carter R HallNachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC05-01-2018
William Henry Brady JrLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5004-02-2018
Paul Henry CoderreAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$2506-02-2017
Brian Lanier DisherGreenwood Capital Associates, LLCWells Fargo Advisors Financial Network, LLC$15003-22-2010

Showing 1 to 16 of 16 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.