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
Anna Marie BuckhalterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-05-2018
Anna Victoria BodineHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Anthony Joseph D'AmicoVALIC Financial Advisors, Inc.Hornor, Townsend & Kent, LLC$10012-19-2018
Anthony Joseph DamicoHornor, Townsend & Kent, LLCNYLIFE Securities LLC02-13-2018
Anthony Nelson BadilloGen Y PlanningPark Avenue Securities LLC05-04-2018
Anthony Wayne MillerJ.P. Morgan Securities LLCCapital One Investing, LLC08-01-2018
Ariel M. WebbMercer Allied Company, L.P.Morgan Stanley06-29-2018
Arthur Allen BlairAllstate Financial Services, LLCSovereign Wealth Advisors LLC06-15-2018
Ashley M. FosterNxt:gen Financial PlanningLincoln Financial Securities Corporation08-31-2018
Ashley R. PottsSage Advisory Services Ltd CoRaymond James & Associates, Inc.10-15-2018
Asim Ijaz AwanCapital AnalystsVoya Financial Advisors, Inc.01-31-2018
Atif Iqbal MughalLPL Financial LLC360 Wealth Management, LLC$25009-14-2018
Augusto German MedalInSight Securities, Inc.Insigneo Advisory Services, LLC04-02-2018
Austin Harold LewisTD Ameritrade Investment Management, LLCCharles Schwab & Co., Inc.04-18-2018
Austin William BrownProEquities, Inc.NexPoint Securities, Inc.$15003-23-2018
Baptiste William Brunner IVVALIC Financial Advisors, Inc.Edward Jones06-25-2018
Barbara Ann BartonWoodbury Financial Services, Inc.SII Investments, Inc.$32001-16-2018
Barbara Elizabeth LeonardLPL Financial LLCAvantax Investment Services, Inc.$10012-12-2018
BARBARA HARGER LOTRIDGEUnited Capital Financial AdvisersConcorde Investment Management02-22-2018
Barry C. RoseSecurities America, Inc.LPL Financial LLC$10005-18-2018
Benjamin Joshua DethlefsJ.P. Morgan Securities LLCTD Ameritrade, Inc.11-20-2018
Berry Shotah BurkhartWhitney Financial Strategies, LLCBURKHART PETERSON INVESTMENT ADVISORY, LLC05-21-2018
Beth Ann JohnsonRBC Capital Markets, LLCMorgan Stanley$10005-11-2018
Betty Jean AriasWaterloo Capital ManagementRaymond James & Associates, Inc.04-17-2018
Billie Stanley MurskiMariner Wealth AdvisorsPATRIOT WEALTH MANAGEMENT, INC.01-07-2019
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Showing 51 to 75 of 1,143 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.