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
Alexander Wren ReubenLPL Financial LLCEdward Jones10-02-2019
Alicia C MachadoLPL Financial LLCEdward Jones05-28-2013
Allyson Jo TrantumLPL Financial LLCEdward Jones$25002-12-2016
Andrew Albert FiskeLPL Financial LLCEdward Jones09-07-2012
Andrew Scott CarsonLPL Financial LLCEdward Jones09-18-2017
Angelo C. TheodorouLPL Financial LLCEdward Jones11-12-2019
Anne Durbin ScottLPL Financial LLCEdward Jones$67002-05-2018
Arlie Afton Rogers Jr.LPL Financial LLCEdward Jones$10012-10-2012
Asa Kimo KajihiroLPL Financial LLCEdward Jones$10009-01-2016
Austin B. CunninghamLPL Financial LLCEdward Jones10-21-2019
Becky Jo SavellLPL Financial LLCEdward Jones$25009-19-2011
Branko TeodorovicLPL Financial LLCEdward Jones$10012-07-2012
Brian Mathew CookeLPL Financial LLCEdward Jones$50005-11-2010
Brian Matthew PadrickLPL Financial LLCEdward Jones$50004-11-2012
Bruce C. WoodburyLPL Financial LLCEdward Jones$25003-23-2009
Burton Blayne BrownLPL Financial LLCEdward Jones11-27-2012
Christi Rose GarciaLPL Financial LLCEdward Jones05-18-2011
Christopher S. FreehillLPL Financial LLCEdward Jones$25006-07-2010
Craig Martin CarperLPL Financial LLCEdward Jones$10003-19-2010
Dain Farrell StokesLPL Financial LLCEdward Jones$50006-08-2009
Daren Scott FriedleLPL Financial LLCEdward Jones$25005-20-2013
Darrell Mitchell AveryLPL Financial LLCEdward Jones$25010-09-2009
David Andrew Bruce KingLPL Financial LLCEdward Jones$10012-17-2010
David Earle SweetLPL Financial LLCEdward Jones$50002-02-2009
David Everett LamLPL Financial LLCEdward Jones10-24-2011
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Showing 1 to 25 of 91 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. 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.


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