Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard L. BingamanRobert W. Baird & Co.Edward Jones$16802-27-2018
Adam ChustzStifel Nicolaus & Co.Edward Jones$19302-13-2018
Paul Orlando, Derek BusbyAmeriprise FinancialEdward Jones$18501-04-2018
Tamela SperrLPL FinancialEdward Jones$6811-16-2017
James ForsythLPL FinancialEdward Jones$7511-16-2017
Dennis JacksonLPL FinancialEdward Jones$13011-13-2017
Nicholas ThomLPL FinancialEdward Jones$5511-06-2017
Jay SlouffmanProspera Financial ServicesEdward Jones$18611-03-2017
William HindsLPL FinancialEdward Jones$7210-10-2017
Peter BlackwellLPL FinancialEdward Jones$5610-09-2017
Gabriella LundqvistLPL FinancialEdward Jones$7108-21-2017
Gabriella Lundqvist, Daniel PoppersGolden State Wealth ManagementEdward Jones$6008-14-2017
Troy HartmanWells Fargo AdvisorsEdward Jones$9208-11-2017
Marc MrugalaLPL FinancialEdward Jones$6508-04-2017
Michael PickettLPL FinancialEdward Jones$5107-19-2017
Steve WrayRaymond JamesEdward Jones$7507-03-2017
Paul Lang, Emily EllisAmeriprise FinancialEdward Jones$36306-16-2017
Cliff CosperLPL FinancialEdward Jones$6105-05-2017
Kevin YingstLPL FinancialEdward Jones$6703-20-2017
Louis WrayLPL FinancialEdward Jones$12103-06-2017
Bruce PorterSecurities AmericaEdward Jones$11203-01-2017
James WebbLPL FinancialEdward Jones$6802-23-2017
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
Jeremy KientzWells Fargo AdvisorsEdward Jones$5601-05-2017
David La RueLPL FinancialEdward Jones$5011-07-2016
Next Page »

Showing 1 to 25 of 80 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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