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
Erin A DanielsCitigroup Global Markets Inc.Edward Jones01-01-2009
Gabriel Marshall CampbellChase Investment Services Corp.Edward Jones01-01-2009
Zachary Daniel DoxtaterMutual Service CorporationEdward Jones01-01-2009
Charles Steven RobertsINVEST Financial CorporationEdward Jones01-02-2009
Mary Clements EvansRaymond James Financial Services Advisors, IncEdward Jones01-02-2009
Robert Marvin MarshbanksRaymond James Financial Services Advisors, IncEdward Jones01-02-2009
Paul E. LowreyLPL Financial LLCEdward Jones$101-05-2009
Cathey Hix BrownLPL Financial LLCEdward Jones$2301-06-2009
Mitchell John TuninkAmeritas Investment Corp.Edward Jones$15001-06-2009
Alan Lee DaltonLPL Financial LLCEdward Jones$5001-08-2009
John Christopher SherwinLPL Financial LLCEdward Jones01-12-2009
Thomas Paul WisinskiCitizens Securities, Inc.Edward Jones01-12-2009
David Simpson LaprayLPL Financial LLCEdward Jones$2501-16-2009
Edward John AhoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-16-2009
Drew Jamison MunsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-20-2009
Jon Lewis SugickNYLIFE Securities LLCEdward Jones01-22-2009
Ladd Cameron MckittrickLPL Financial LLCEdward Jones$101-23-2009
Ronald F. DucharmeWells Fargo Investments, LLCEdward Jones01-26-2009
Jonathan Robert StearnsLPL Financial LLCEdward Jones$101-27-2009
Joshua David EllisLPL Financial LLCEdward Jones01-28-2009
Michael Douglas WeldyINVEST Financial CorporationEdward Jones01-28-2009
Jeffrey Bryant TromblyLiberty Partners Financial Services, LLCEdward Jones01-29-2009
Andrew Wilton Lamar IIIRaymond James Financial Services, Inc.Edward Jones$5001-30-2009
Jo-Ann PrincipiRaymond James Financial Services, Inc.Edward Jones01-30-2009
Lawrence Paul JorgensenLPL Financial LLCEdward Jones$101-30-2009
Next Page »

Showing 1 to 25 of 5,079 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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