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
Joshua David BlackLPL Financial LLCFirst Command Financial Planning, Inc.05-12-2017
Joshua Black Private Advisor GroupFirst Command Financial$8005-12-2017
Chester Michael Waggoner Jr.Fifth Third Securities, Inc.SunTrust Investment Services, Inc.05-08-2017
Logan L. WaitesWiley Bros.-Aintree Capital, LLCNorthwestern Mutual Investment Services, LLC05-08-2017
NATHAN BRADLEY HARROMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-08-2017
John Powell LaffertyPrincipal Securities, Inc.MML Investors Services, LLC05-05-2017
Justin Richard WillisMWA Financial Services Inc.Mutual of Omaha Investor Services, Inc.05-05-2017
David Charles SellersHershey Financial Advisers, LLCDavid C. Sellers Financial Services, Inc.05-04-2017
Melner Robert Bond IIIOasis Wealth Planning AdvisorsBolen Dodson & Associates05-04-2017
Michael Kevin DavisAdviPartner, LLCCetera Advisor Networks LLC05-04-2017
Derek Charles BrownFTB Advisors, Inc.Scottrade, Inc.05-03-2017
Ralph Edward Thompson Jr.NYLIFE Securities LLCNorthwestern Mutual Investment Services, LLC05-03-2017
Benjamin Alvis Gentry IIEdward JonesLPL Financial LLC$105-01-2017
Michelle Renee ConroyINVEST Financial CorporationRaymond James Financial Services, Inc.04-28-2017
Walter StamperRaymond JamesBank of America Merrill Lynch$14704-27-2017
Mark Todd VandiverGriffin Family Partners, LLCTaylor Securities, Inc.04-25-2017
Paul E GoodINVESTMENT PROFESSIONALS, INC.MML Investors Services, LLC04-21-2017
Andrew Jared VollmanSunTrust Investment Services, Inc.Nationwide Securities, LLC04-18-2017
Michele Feinman WieberRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-18-2017
Iliff Ronald Bedford Jr.Independent Financial PartnersQuestar Capital Corporation04-14-2017
Edward R WildermuthMML Investors Services, LLCNYLIFE Securities LLC04-13-2017
Myron Mall, Edward TaylorHightower AdvisorsWealthTrust$89804-13-2017
Bryan James KagariseSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-11-2017
Emerson Matthews BrownSunTrust Investment Services, Inc.Brown Associates, Inc.04-11-2017
Lori Ann MckellarRaymond James Financial Services, Inc.Securities Service Network, LLC04-11-2017
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Showing 301 to 325 of 1,878 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.


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