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
Christopher Lamont BrownBB&T Securities, LLCEdward Jones$15005-18-2020
John NelsonAXA AdvisorsEdward Jones12-04-2019
Philip LeoneAXA AdvisorsEdward Jones$604-13-2020
Patrick Raymond FordRBC Capital Markets, LLCEdward Jones05-11-2020
Peter Jude ArdolinoAmeriprise Financial Services, LLCEdward Jones05-08-2020
Raul PereaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-01-2020
Christopher Alan WhiteJ.P. Morgan Securities LLCEdward Jones04-29-2020
Alec Anton TrentlerCharles Schwab & Co., Inc.Edward Jones04-29-2020
Austin Grant KemmererSagePoint Financial, Inc.Edward Jones04-29-2020
Alan Robert PriceThurston Springer FinancialEdward Jones04-24-2020
Christopher Wade MadsenFisher InvestmentsEdward Jones04-23-2020
Nicholas OgdenCharles Schwab & Co., Inc.Edward Jones04-22-2020
James Hudon Engelman Jr.OneAmerica Securities, Inc.Edward Jones04-22-2020
Austin L FenderNorthwestern Mutual Investment Services, LLCEdward Jones04-21-2020
Mark Robert BrosaAmeriprise Financial Services, LLCEdward Jones04-20-2020
Andrew Curtis StotlerLPL Financial LLCEdward Jones$2504-20-2020
Christian Deandre YoungCharles Schwab & Co., Inc.Edward Jones04-17-2020
Nicholas AdkinsRaymond James Financial Services, Inc.Edward Jones04-17-2020
Ryan McmahonJ.P. Morgan Securities LLCEdward Jones04-16-2020
Tom Doo ChoiWells Fargo Clearing Services, LLCEdward Jones04-16-2020
Drew McclairPNC InvestmentsEdward Jones04-15-2020
Ronald Scott BrightAmeriprise Financial Services, LLCEdward Jones$14704-14-2020
Mark Ryan SteeberLPL Financial LLCEdward Jones$15004-13-2020
Christian Joel DiegelCetera Advisors LLCEdward Jones04-13-2020
Philip M LeoneAXA Advisors, LLCEdward Jones04-13-2020
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Showing 1 to 25 of 6,760 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.