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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Steven Witt JrLPL Financial LLCWells Fargo Clearing Services, LLC11-02-2017
Albert D HaskinsCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC06-29-2011
Alicia Coullier BorghiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-01-2017
Allen Dale BecknerLPL Financial LLCWells Fargo Clearing Services, LLC02-17-2009
Allison Erin AllenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Ame M McCullinSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-18-2017
Anthony ArcuriLPL Financial LLCWells Fargo Clearing Services, LLC$5512-18-2015
Anthony Joseph ArcuriLPL Financial LLCWells Fargo Clearing Services, LLC$4112-18-2015
April Lain-Show WuPNC InvestmentsWells Fargo Clearing Services, LLC11-19-2019
Asa Wesley Graves VIGraves-Light Private Wealth Management, Inc.Wells Fargo Clearing Services, LLC09-04-2018
Asa Wesley Graves VIIGraves-Light Private Wealth Management, Inc.Wells Fargo Clearing Services, LLC$1,00008-31-2018
Audrey Lunsford McCrayDavenport & Company LLCWells Fargo Clearing Services, LLC$15006-01-2017
Benjamin Preston Ivey JrCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-16-2009
Betty Barker Schutte-BoxRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC10-05-2018
Betty Schutte-Box Troy YenserRaymond JamesWells Fargo Clearing Services, LLC$22210-05-2018
Blair Keith BryantLincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC$5009-19-2014
Bradford CoyleSteward Partners Investment Advisory, LLCWells Fargo Clearing Services, LLC$50010-04-2018
Bradford Robert Coyle JrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Bradford Robert Coyle SrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Bradley Jay J BlumUBS Financial Services Inc.Wells Fargo Clearing Services, LLC08-31-2015
Brady Morgan SmithInfinex Investments, Inc.Wells Fargo Clearing Services, LLC08-19-2013
Brandon Christopher KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Brandon Reed LloydMountain View Wealth Management LLCWells Fargo Clearing Services, LLC$1006-20-2017
Brandon Wesley GulleyMML Investors Services, LLCWells Fargo Clearing Services, LLC$22202-08-2010
Brian Keith WilliamsSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC10-14-2010
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Showing 1 to 25 of 211 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.