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

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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
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Showing 1 to 25 of 28 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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