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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Blake TenryCambridge Investment Research, Inc.Simmons First Investment Group, Inc.10-22-2018
Ashley Elizabeth KingCambridge Investment Research, Inc.INVEST Financial Corporation01-02-2018
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Vernon James HenryCambridge Investment Research, Inc.GWN Securities Inc.12-19-2017
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Gregory Scott Griffith Sr.Cambridge Investment Research, Inc.Raymond James Financial Services Advisors, Inc11-30-2017
James Ryan SnellenCambridge Investment Research, Inc.MML Investors Services, LLC10-18-2017
Michael Coy LawsonCambridge Investment Research, Inc.LPL Financial LLC$109-25-2017
Jeffrey Stewart ClappCambridge Investment Research, Inc.Principal Securities, Inc.07-21-2017
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC$106-02-2017
Anthony William YoussefiCambridge Investment Research, Inc.MML Investors Services, LLC11-10-2016
Michael Russell DunnCambridge Investment Research, Inc.MML Investors Services, LLC$111-04-2016
Jamie Estes SingletonCambridge Investment Research, Inc.HD Vest Investment Services06-23-2016
Monte Brant MillerCambridge Investment Research, Inc.MML Investors Services, LLC$2504-25-2016
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC$5011-09-2015
Kelli Lyn GabrielCambridge Investment Research, Inc.Securities America, Inc.11-06-2015
Gregory Chandler RotheryCambridge Investment Research, Inc.Raymond James & Associates, Inc.07-20-2015
Nicholas Wayne HodgeCambridge Investment Research, Inc.Fifth Third Securities, Inc.01-02-2015
James Creath Ridley IVCambridge Investment Research, Inc.BB&T Investment Services, Inc.$2506-30-2014
Hugh James AtkinsonCambridge Investment Research, Inc.Woodbury Financial Services, Inc.09-17-2013
Donald Cedric BruceCambridge Investment Research, Inc.Foresters Equity Services, Inc.01-16-2013
Quentin Leon LedfordCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.$101-02-2013
Robert James Burke Jr.Cambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$29607-23-2012
Richard Dwayne BarbeeCambridge Investment Research, Inc.MetLife Securities Inc.02-01-2012
Bradley David BushCambridge Investment Research, Inc.Next Financial Group, Inc.$2506-03-2011
Next Page »

Showing 1 to 25 of 28 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.