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
Lindsey Kay DonovanWells Fargo Advisors Financial Network, LLCMorgan Keegan & Company, Inc.$1002-16-2011
Bradley Roy RileyWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5002-21-2014
Jeffery Paul Bedford, Timothy Lee Colvin, Natalie Jayne Wells, Gregory Allen TaylorWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.07-02-2014
James Gray AndersonWells Fargo Advisors Financial Network, LLCMorgan Stanley09-04-2014
Robbie Allen Proffitt, John Wesley Wilkes IV, Kyle GriffinWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC03-06-2015
Alex Bolling ShoreWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5006-12-2015
Jerry Wallace GoodmanWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5006-19-2015
Carrie Michelle TurcotteWells Fargo Advisors Financial Network, LLCLPL Financial LLC11-05-2015
Christopher Allen BelleWells Fargo Advisors Financial Network, LLCEdward Jones01-29-2016
Leslie Marie ParkerWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.06-17-2016
Jamie Glynn OrrWells Fargo Advisors Financial Network, LLCEdward Jones10-18-2016
David Gregory SchlagerWells Fargo Advisors Financial Network, LLCEdward Jones$10006-15-2018
David James BrownWells Fargo Advisors Financial Network, LLCSunTrust Investment Services, Inc.$1009-28-2018

Showing 1 to 13 of 13 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.


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