Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Spence HolmesFirst Horizon Advisors, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-20-2018
Angela Genevieve MarioVoya Financial Advisors, Inc.GWFS Equities, Inc.08-16-2018
Angelo Garcia AgsalunaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)E*TRADE Securities LLC12-20-2018
Anthony J. ReidBB&T Securities, LLCPNC Investments10-24-2018
Anthony SicariWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Northwestern Mutual Investment Services, LLC01-25-2018
Antonio Montez BurkettAspire Private CapitalLPL Financial LLC11-28-2018
Ashley Fuquay DoyleLumina Wealth Management, LLCAnlyan & Hively Private Client Group, LLC03-30-2018
Aura Maria RodriguezFirst Citizens Investor Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-03-2018
Barbara Ann BellCannon AdvisorsAdvisory Services Network06-26-2018
Barry Devon RichardsonMoney Concepts Capital CorpFSC Securities Corporation08-06-2018
Belinda Mai ButlerMilestone WealthRaymond James Financial Services, Inc.02-13-2018
Benjamin Brinson Lewis Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10007-06-2018
Benjamin Douglas HadleyRaymond James & Associates, Inc.AXA Advisors, LLC08-01-2018
Benjamin Lewis, Christopher AmysWells Fargo AdvisorsRaymond James$18509-27-2018
Blake Charles KnoefelCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC06-01-2018
Boyd Parks BarnhardtLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC06-19-2018
Brad Lee ClasbyAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50001-12-2018
Brandon Michael ShephardPNC InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)01-16-2018
Brandon Robert WhelanMorgan StanleyLPL Financial LLC01-18-2018
Brett James DipasqualeSignator Investors, Inc.SagePoint Financial, Inc.02-06-2018
Brett Michael CovertBrightworth, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-10-2018
Brian A. CarrilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.05-18-2018
Brian Lewis HillLPL Financial LLCAmeriprise Financial Services, Inc.12-19-2018
Brian Robert PomanteBB&T Securities, LLCSunTrust Investment Services, Inc.04-09-2018
Brian Thomas SchoonoverWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)OneAmerica Securities, Inc.06-15-2018
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Showing 26 to 50 of 493 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.