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
Andrew James RobertsSecurities America, Inc.Edward Jones06-20-2019
Rickey Shawn EzellLPL Financial LLCEdward Jones06-17-2019
Michael Glenn CatlettLPL Financial LLCEdward Jones06-13-2019
Daniel R. CastorianoLPL Financial LLCEdward Jones06-05-2019
Kari A FernRaymond James Financial Services, Inc.Edward Jones04-17-2019
Paolo O. QuirogaLPL Financial LLCEdward Jones04-16-2019
Brian Alan WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2019
John Allan DuncanSmartLife Financial Group LLCEdward Jones04-10-2019
Regina N SpenceLPL Financial LLCEdward Jones04-01-2019
Casey Adam GriesemerLPL Financial LLCEdward Jones03-21-2019
Donnie Dixon StilesWells Fargo Clearing Services, LLCEdward Jones03-20-2019
Michael Elwyn GoettschBrokers International Financial Services, LLC.Edward Jones03-12-2019
Brian Mathew ChustzPurshe Kaplan Sterling InvestmentsEdward Jones03-06-2019
James Paul FarrellAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Ross T. HunterArvest Wealth ManagementEdward Jones02-25-2019
Jason Abel JonesCetera Advisors LLCEdward Jones02-22-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Mounir I. GhalyLPL Financial LLCEdward Jones02-22-2019
Andrew Jay GreeneRaymond James Financial Services, Inc.Edward Jones02-21-2019
Wylie Lars NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-20-2019
Lang Phu NguyenCetera Advisors LLCEdward Jones02-14-2019
Matthew Dill LandryAmeriprise Financial Services, Inc.Edward Jones02-13-2019
Martin Matthew SohovichAmeriprise Financial Services, Inc.Edward Jones02-12-2019
Burton Irwin GranthamHighPointe WealthEdward Jones02-08-2019
Clay MckinneyHatcher Capital Investments, Inc.Edward Jones02-01-2019
Next Page »

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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