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
James Dennis CovingtonMML Investors Services, LLCCambridge Equity Advisors Inc$2501-12-2009
Jonathan Todd WilliamsMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-20-2009
Michael Sean VereenMML Investors Services, LLCLPL Financial LLC09-11-2009
Richard Alan JonesMML Investors Services, LLCFSC Securities Corporation$2501-08-2010
Bavy Uriah LopezMML Investors Services, LLCFirst Command Financial Planning, Inc.02-16-2010
Andrew William VinsonMML Investors Services, LLCMorgan Keegan & Company, Inc.12-06-2010
Thomas Gregory MillerMML Investors Services, LLCNYLIFE Securities LLC03-02-2012
William Joel BellMML Investors Services, LLCNew England Securities04-05-2012
Ryan M. MontgomeryMML Investors Services, LLCNew England Securities09-10-2012
Walter Glenn GrantMML Investors Services, LLCNew England Securities10-15-2012
Douglas L. VowelsMML Investors Services, LLCNYLIFE Securities LLC01-26-2015
Jason Philip SchultzMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-14-2016
Charles Benjamin ClarkMML Investors Services, LLCNYLIFE Securities LLC03-22-2016
Allan Eugene CameronMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
William B. EdwardsMML Investors Services, LLCMetLife Securities Inc.$1803-25-2017
Judith Darlene TuckerMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Newell Christopher EslingerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Timothy James StanzMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Roger Sherwood HillMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David William GibsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Franklin Clark DentonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Raymond James DickMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Hubert Larry ReddenMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Eric S. BubrigMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert T. BuckleyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 of 32 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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