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.

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
Aaron F YohnLPL Financial LLCEdward Jones02-15-2013
Aaron Joseph GoodmanLPL Financial LLCEdward Jones12-18-2013
Aaron Paul KaiserLPL Financial LLCEdward Jones06-17-2016
Adam Allen BucyLPL Financial LLCEdward Jones$2507-31-2015
Adam ChristnerLPL Financial LLCEdward Jones12-15-2017
Adam Joseph SmitLPL Financial LLCEdward Jones$1011-26-2010
Adam Neal TetenLPL Financial LLCEdward Jones12-16-2011
Adan Jose SalazarLPL Financial LLCEdward Jones05-27-2011
Alan Feler RosembergLPL Financial LLCEdward Jones02-10-2011
Alan Lee DaltonLPL Financial LLCEdward Jones$1001-12-2009
Alan SpragginsLPL Financial LLCEdward Jones02-05-2020
Alexander Wren ReubenLPL Financial LLCEdward Jones10-02-2019
Alexandre MurphyLPL Financial LLCEdward Jones10-14-2019
Alicia Cecilia MachadoLPL Financial LLCEdward Jones05-28-2013
Allen Joel IstreLPL Financial LLCEdward Jones11-26-2012
Allen Michael BynumLPL Financial LLCEdward Jones06-29-2012
Allen Roy ErnstLPL Financial LLCEdward Jones$10004-12-2013
Allyson Jo TrantumLPL Financial LLCEdward Jones$2502-12-2016
Alyn Scott RumboldLPL Financial LLCEdward Jones$5004-24-2020
Amber Renee ScarboroughLPL Financial LLCEdward Jones$5009-20-2011
Amy Loraine O'KeefeLPL Financial LLCEdward Jones12-02-2011
Andrew Albert FiskeLPL Financial LLCEdward Jones09-07-2012
Andrew Christopher TengbladLPL Financial LLCEdward Jones05-02-2011
Andrew Curtis StotlerLPL Financial LLCEdward Jones$2504-20-2020
Andrew D. SciannaLPL Financial LLCEdward Jones04-13-2012
Next Page »

Showing 1 to 25 of 881 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.