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
Frank J. CatelliU.S. Bancorp Investments, Inc.Edward Jones07-22-2019
Donald Wade SteffinsU.S. Bancorp Investments, Inc.Edward Jones$2501-18-2019
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Timothy J. WienandU.S. Bancorp Investments, Inc.Edward Jones$15011-14-2018
Reed Aaron NothwangU.S. Bancorp Investments, Inc.Edward Jones05-07-2018
Brandon Thomas MuellerU.S. Bancorp Investments, Inc.Edward Jones12-12-2017
Phillip Lee HylandU.S. Bancorp Investments, Inc.Edward Jones09-21-2017
Les James MillerU.S. Bancorp Investments, Inc.Edward Jones03-01-2016
Maxito Pierre IsenhowerU.S. Bancorp Investments, Inc.Edward Jones$1001-28-2016
Kimberly CooperU.S. Bancorp Investments, Inc.Edward Jones12-01-2015
Trevor LongU.S. Bancorp Investments, Inc.Edward Jones10-20-2015
Cary K. SchroederU.S. Bancorp Investments, Inc.Edward Jones$5010-09-2015
Eric StaabU.S. Bancorp Investments, Inc.Edward Jones07-07-2015
Clinton J. KnoppU.S. Bancorp Investments, Inc.Edward Jones$1001-05-2015
Andrea Ringer KoslowskyU.S. Bancorp Investments, Inc.Edward Jones11-13-2013
Clyde Duane SmithU.S. Bancorp Investments, Inc.Edward Jones05-21-2013
Peter T SmithU.S. Bancorp Investments, Inc.Edward Jones$1004-05-2013
William Neumann ThomasU.S. Bancorp Investments, Inc.Edward Jones03-27-2013
Scott David MickelsonU.S. Bancorp Investments, Inc.Edward Jones03-12-2013
Michael Lewis MillerU.S. Bancorp Investments, Inc.Edward Jones$1009-28-2012
Daryl Roam GourleyU.S. Bancorp Investments, Inc.Edward Jones06-29-2012
Michael John MathisU.S. Bancorp Investments, Inc.Edward Jones06-04-2012
Luke K. RihanekU.S. Bancorp Investments, Inc.Edward Jones04-25-2012
Dru Berton HullU.S. Bancorp Investments, Inc.Edward Jones$1002-23-2012
Adam Randal FlotoU.S. Bancorp Investments, Inc.Edward Jones12-20-2011
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Showing 1 to 25 of 27 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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