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
Billy Wayne ClementsTitan SecuritiesCetera Advisor Networks LLC$2403-11-2019
Bonnie Lynn RobinsonHD Vest Investment ServicesCetera Advisor Networks LLC01-08-2009
Bradford Jude SylveDFW Wealthcare Advisors, LLCCetera Advisor Networks LLC08-28-2017
Brannon Lee JolleyHD Vest Investment ServicesCetera Advisor Networks LLC06-24-2011
Carolyn Sue WilliamsCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5001-04-2010
Dana Bruce DavidsonHilltop Securities Independent Network Inc.Cetera Advisor Networks LLC12-07-2018
David Stanley LawrenceAmeriprise Financial Services, Inc.Cetera Advisor Networks LLC$1108-25-2017
Debra M. White StephensVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
Grant Daniel PodsednikLPL Financial LLCCetera Advisor Networks LLC01-30-2018
Hannah Joy MooreGuiding Wealth Management, LLCCetera Advisor Networks LLC03-20-2015
John Anthony GutfranskiVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
Michael Otto KurzOverShareCetera Advisor Networks LLC03-01-2019
Michael Steven MistrettaHD Vest Investment ServicesCetera Advisor Networks LLC12-07-2011
Phillip Louis BozzoUSAA Financial Advisors, Inc.Cetera Advisor Networks LLC$1007-18-2011
Richard Gayle EnglishLPL Financial LLCCetera Advisor Networks LLC12-11-2014
Scott Hamilton BrineyCapital Advice, LLCCetera Advisor Networks LLC03-25-2019
Ted Maitland LukemanRoyal Alliance Associates, Inc.Cetera Advisor Networks LLC$1005-09-2011
Terry Todd ThillEvidence Advisors Investment ManagementCetera Advisor Networks LLC12-04-2018
Tracy Lee MillerLPL Financial LLCCetera Advisor Networks LLC$2507-09-2018
William Aio MathewsCambridge Investment Research, Inc.Cetera Advisor Networks LLC07-01-2009
Wyatt A. MoerdykEvidence Advisors Investment ManagementCetera Advisor Networks LLC04-15-2016

Showing 1 to 21 of 21 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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