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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Charles DisharoonCambridge Investment Research, Inc.MML Investors Services, LLC04-24-2009
William Henry Parrish Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC04-24-2009
Wade Lance McMinn Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC01-31-2011
Bradley David BushCambridge Investment Research, Inc.Next Financial Group, Inc.06-03-2011
Robert James Burke Jr.Cambridge Investment Research, Inc.Lincoln Financial Advisors Corporation07-23-2012
Quentin Leon LedfordCambridge Investment Research, Inc.VALIC Financial Advisors, Inc.01-02-2013
Hugh James AtkinsonCambridge Investment Research, Inc.Woodbury Financial Services, Inc.09-17-2013
James Creath Ridley IVCambridge Investment Research, Inc.BB&T Investment Services, Inc.$2506-30-2014
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC11-09-2015
Monte Brant MillerCambridge Investment Research, Inc.MML Investors Services, LLC$2504-25-2016
Jamie Estes SingletonCambridge Investment Research, Inc.HD Vest Investment Services06-23-2016
Michael Russell DunnCambridge Investment Research, Inc.MML Investors Services, LLC11-04-2016
Anthony William YoussefiCambridge Investment Research, Inc.MML Investors Services, LLC11-10-2016
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC06-02-2017
Michael Coy LawsonCambridge Investment Research, Inc.LPL Financial LLC$1409-25-2017
James Ryan SnellenCambridge Investment Research, Inc.MML Investors Services, LLC10-18-2017
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Ashley E. KingCambridge Investment Research, Inc.INVEST Financial Corporation01-02-2018
Ryan Blake TenryCambridge Investment Research, Inc.Simmons First Investment Group, Inc.10-22-2018

Showing 1 to 20 of 20 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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