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
Andrew Curtis StotlerLPL Financial LLCEdward Jones$2504-20-2020
Mark Ryan SteeberLPL Financial LLCEdward Jones$15004-13-2020
Claire Elizabeth CampbellLPL Financial LLCEdward Jones04-01-2020
Elizabeth Fern GoreLPL Financial LLCEdward Jones03-26-2020
Anthony Thomas LodovicoLPL Financial LLCEdward Jones03-05-2020
David MichaelsLPL Financial LLCEdward Jones03-02-2020
Courtney DoyleLPL Financial LLCEdward Jones02-28-2020
Donald James AmicoLPL Financial LLCEdward Jones02-27-2020
Michael Power RainboltLPL Financial LLCEdward Jones$2502-25-2020
Joshua Lavon WardLPL Financial LLCEdward Jones02-11-2020
Alan SpragginsLPL Financial LLCEdward Jones02-05-2020
Deborah Sue HawksworthLPL Financial LLCEdward Jones01-31-2020
Chad Joseph TroxclairLPL Financial LLCEdward Jones01-31-2020
Bryan P. WilczewskiLPL Financial LLCEdward Jones01-27-2020
Clark Nile OsterhoutLPL Financial LLCEdward Jones01-27-2020
Kathi Melissa OteroLPL Financial LLCEdward Jones$15001-17-2020
Cory J NyeLPL Financial LLCEdward Jones01-17-2020
Jacquelyn MarquardtLPL Financial LLCEdward Jones01-17-2020
Brian M. RasmussenLPL Financial LLCEdward Jones$15001-14-2020
Jason Ray BerryLPL Financial LLCEdward Jones01-10-2020
Catherine Ann MccarthyLPL Financial LLCEdward Jones01-10-2020
Lucas Daniel McavoyLPL Financial LLCEdward Jones01-08-2020
Jeffrey Joseph KnightLPL Financial LLCEdward Jones01-07-2020
Paul Lawrence SterzingerLPL Financial LLCEdward Jones$2501-06-2020
Michael Shannon KelleyLPL Financial LLCEdward Jones01-02-2020
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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.