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
Brian Ashley MullinsLPL Financial LLCINVEST Financial Corporation$5006-12-2014
Charles Edward Earle JrLPL Financial LLCINVEST Financial Corporation$2510-13-2017
Christopher Dean CarrollProEquities, Inc.INVEST Financial Corporation08-29-2016
D Kent BilbreyLPL Financial LLCINVEST Financial Corporation$2501-18-2011
Fred BurkeRaymond JamesINVEST Financial Corporation$14105-31-2017
Jeannette Michelle WilliamsLPL Financial LLCINVEST Financial Corporation$2502-09-2015
Jeremy Chad FtacekCambridge Investment Research, Inc.INVEST Financial Corporation11-16-2017
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Kimberly Ann MeltonDominion Investor Services, Inc.INVEST Financial Corporation08-10-2012
Rodney Taylor WrightRaymond James Financial Services, Inc.INVEST Financial Corporation09-28-2016

Showing 1 to 10 of 10 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.