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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Willard David Moore Jr.APW Capital, Inc.Purshe Kaplan Sterling Investments01-02-2019
Todd Thomas FricksFortune Financial Services, Inc.Cantella & Co., Inc.01-02-2019
Todd William GambitGambit Asset ManagementChicago Partners Investment Group LLC01-02-2019
Eric Thomas HigdonLPL Financial LLCEdward Jones01-02-2019
Kyle Christopher WilsonSt. Bernard Financial Services, Inc.Farmers Financial Solutions, LLC01-02-2019
Carl Vernon Cline IIIRaymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
David Lee StevensChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Melissa Sue Carriles BigghamCambridge Investment Research, Inc.H. Beck, Inc.01-02-2019
Aaron William GriswoldSantander Securities LLCFidelity Brokerage Services LLC01-02-2019
Dennis G. Dine Jr.Equity Services, Inc.Money Concepts Capital Corp01-02-2019
Tiffany R. GuittapInfinex Investments, Inc.WesBanco Securities, Inc.01-02-2019
Reynaldo Antonio OrtizMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-02-2019
Bryan M. MccloskeyRevisionist Wealth Advisors, LLCProsperity Economics Partners, LLC01-02-2019
Benjamin James BirdCUSO Financial Services, L.P.Key Investment Services LLC01-02-2019
Eric William LathropAPW Capital, Inc.Purshe Kaplan Sterling Investments01-02-2019
Mark Thomas HumphriesSentinel Financial Planning, LLCInternational Money Management Group, Inc.01-02-2019
Peter Augustus KaradimasGYL Financial Synergies, LLCResnick Advisors01-02-2019
James Thomas CoxSecurities Service Network, LLCAmeritas Investment Corp.01-02-2019
Matt Fletcher RobertsCambridge Investment Research, Inc.Royal Alliance Associates, Inc.01-02-2019
Matthew Nicholas HudakCoCreate FinancialRegal Investment Advisors LLC01-02-2019
Michael SpelmanMyrmidon Private CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2019
Debra Jeanne CarmodyFortune Financial Services, Inc.Capital Investment Group, Inc.01-02-2019
Kyle Duane MartinCommonwealth Financial NetworkMML Investors Services, LLC01-02-2019
Nicole R MeihoferA&O AdvisorsFort Point Capital Partners LLC01-02-2019
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Showing 226 to 250 of 699 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.

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