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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Trewhitt BurroughsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$108-16-2018
Jeffery Mance KeaslerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10008-16-2018
Elizabeth Wilson AllbrittonBB&T Securities, LLCMonarch Advisory Group$2508-14-2018
Krista Tuell BowenBB&T Securities, LLCLPL Financial LLC08-14-2018
John Webster BeardAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-10-2018
Jennifer Allison KingRaymond James & Associates, Inc.B. Riley Wealth Management$2508-09-2018
Michael John LemarbreWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.08-09-2018
John Henry Terrell IVRaymond James & Associates, Inc.Jackson National Life Distributors LLC08-08-2018
James Joshua HollowaySecurian Financial Services, Inc.Chicago Analytic Trading Company, LLC08-03-2018
Gregory Scott Griffith Sr.Cetera Investment Services LLCCambridge Investment Research, Inc.08-02-2018
James Peter SaarCenter Street Securities, Inc.Wealth Watch Advisors, LLC08-02-2018
John Matthew ClinardSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-02-2018
Shane Allen CaldwellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Advisor Networks LLC$15007-30-2018
Kaitlin D FreemanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-27-2018
Larry Jefferson TolbertLion Street Financial, LLCFSC Securities Corporation07-27-2018
Thomas Wilson Wade Jr.RBC Capital Markets, LLCWells Fargo Clearing Services, LLC$15007-17-2018
Brandon Douglas SmithDuncan-Williams, Inc.SunTrust Robinson Humphrey, Inc.$2507-11-2018
Bradley S. Dickens, Jason MinorJanney Montgomery ScottWells Fargo Advisors$17707-05-2018
Bradley Scott DickensJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$10007-05-2018
Jason R MinorJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$5007-05-2018
Joseph Furman BishopCetera Investment Services LLCJackson National Life Distributors LLC07-02-2018
Paula Gallagher MoseleyWells Fargo Clearing Services, LLCTouchstone Securities, Inc.06-27-2018
Robert E Mcadams Jr.VALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-25-2018
Danielle Lynne CoryerRaymond James Financial Services, Inc.Cable Hill Partners, LLC06-22-2018
Michael Pink MillerU.S. Bancorp Investments, Inc.Raymond James & Associates, Inc.$2506-21-2018
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Showing 76 to 100 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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