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
Steven Michael MilliganInfinex Investments, Inc.Retirement Wealth Advisors, Inc.08-14-2018
Bruce Eugene McCookInfinex Investments, Inc.LPL Financial LLC$2510-31-2017
William Paul ComerInfinex Investments, Inc.BB&T Investment Services, Inc.09-12-2016
Alton Lee Christopher Anders Jr.Infinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5008-21-2015
Robert Stephen CornwellInfinex Investments, Inc.Wells Fargo Clearing Services, LLC06-03-2015
Matthew Christopher RobinsonInfinex Investments, Inc.MWA Financial Services Inc.08-22-2014
Eric William D'DioInfinex Investments, Inc.PNC Investments11-01-2013
Brady Morgan SmithInfinex Investments, Inc.Wells Fargo Clearing Services, LLC08-19-2013
Chris Elliotte BaileyInfinex Investments, Inc.Edward Jones03-05-2013
Angie Elizabeth WatersInfinex Investments, Inc.LPL Financial LLC$1507-02-2012
Tammy Lynn CunninghamInfinex Investments, Inc.Uvest Financial Services Group, Inc.$2506-14-2011
Janice Louden KuhnInfinex Investments, Inc.Uvest Financial Services Group, Inc.06-14-2011

Showing 1 to 12 of 12 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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