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
Jason Edward GreenAmeriprise Financial Services, Inc.Edward Jones$5003-22-2019
Clay MckinneyHatcher Capital Investments, Inc.Edward Jones02-01-2019
Marshall David ButlerEGP Wealth Management, LLCEdward Jones11-15-2018
Jonathan Samuel DawsonRaymond James Financial Services, Inc.Edward Jones09-12-2018
Thomas Edward Shurgar Jr.LPL Financial LLCEdward Jones$2502-09-2018
Brandon Thomas MuellerU.S. Bancorp Investments, Inc.Edward Jones12-12-2017
William HindsLPL Financial LLCEdward Jones$7210-10-2017
Simon Paul PockrusLPL Financial LLCEdward Jones08-31-2017
John Russell Fletcher GoreCornerstone Wealth Management, LLCEdward Jones06-14-2017
David William DaltonJ.W. Cole Financial, Inc.Edward Jones06-13-2017
Kevin YingstLPL Financial LLCEdward Jones$6703-20-2017
Timothy Ford SymonsRaymond James Financial Services, Inc.Edward Jones$2003-20-2017
Candice M. StanleyLPL Financial LLCEdward Jones03-08-2017
Todd Bogan PaynterAmeriprise Financial Services, Inc.Edward Jones$5011-06-2015
Christopher Joseph DavisLPL Financial LLCEdward Jones$2510-22-2015
Marshall R. RainsLPL Financial LLCEdward Jones$1008-28-2015
Timothy John ClevelandWells Fargo Advisors Financial Network, LLCEdward Jones04-17-2015
Jared Wayne SmithWells Fargo Clearing Services, LLCEdward Jones04-17-2015
Rosa Raquel ParrishWells Fargo Clearing Services, LLCEdward Jones$10008-01-2014
John Scott WoodState Farm VP Management Corp.Edward Jones07-25-2014
William Barron HandlyAmeriprise Financial Services, Inc.Edward Jones$5002-28-2014
Donald W. DietzLPL Financial LLCEdward Jones04-01-2013
Seth Riley HolderAmeriprise Financial Services, Inc.Edward Jones10-12-2012
Jerry Layne Borden Jr.Wells Fargo Clearing Services, LLCEdward Jones$2504-23-2012
Anthony Todd BrainerdCrews & Associates, Inc.Edward Jones01-30-2012
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Showing 1 to 25 of 34 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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