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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cherie E Laiche1st Global Capital Corp.Edward Jones$112-20-2012
Marcus Alan Dickerson1st Global Capital Corp.Edward Jones$2408-03-2011
Jeffrey Scott Mccorkendale1st Global Capital Corp.Edward Jones$2011-15-2010
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
John William Mcfarling360 Wealth Management, LLCEdward Jones11-16-2017
Brick Palmer Parsons360 Wealth Management, LLCEdward Jones04-28-2017
James Kirby Webb360 Wealth Management, LLCEdward Jones02-23-2017
James Earl Webb II360 Wealth Management, LLCEdward Jones06-17-2016
Carlisle Hopewood Mott360 Wealth Management, LLCEdward Jones11-06-2012
Kyle Grannan JonesA.G.P. / Alliance Global PartnersEdward Jones08-08-2014
Kyle William RestadAbundance Financial PlanningEdward Jones10-19-2011
Tripp Crawford HaleActive Investment Management, LLCEdward Jones07-01-2009
Kathleen Elizabeth O'Donnell LutherAdirondack Trading Group LLCEdward Jones06-01-2012
Nathan J HurtyAdvanced Equities, Inc.Edward Jones12-14-2009
Jetmir AhmetiAhmeti Wealth Management, LLCEdward Jones11-20-2015
Ryan A ThompsonAlderman & AssociatesEdward Jones04-29-2011
Susan Elizabeth VigarAllstate Financial Services, LLCEdward Jones02-19-2016
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Michael Paul CassaraAllstate Financial Services, LLCEdward Jones02-27-2015
Shawndra C RodriguezAllstate Financial Services, LLCEdward Jones08-05-2014
George Ochora OpiraAllstate Financial Services, LLCEdward Jones07-11-2014
Thomas Joseph CraneAllstate Financial Services, LLCEdward Jones12-11-2013
Timothy Craig RitcheyAllstate Financial Services, LLCEdward Jones08-07-2013
John Charles DarflerAllstate Financial Services, LLCEdward Jones$5008-01-2013
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Showing 1 to 25 of 5,075 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.


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