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
Adam Michael YekinAmeriprise Financial Services, Inc.Edward Jones11-10-2017
Aishwarya Rajeev AdyanthayaMorgan StanleyEdward Jones06-10-2016
Alicia Cassar RiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Alyn Scott RumboldRaymond James Financial Services, Inc.Edward Jones$5008-20-2014
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Brandon James BettisPrincipal Securities, Inc.Edward Jones10-30-2018
Brandon Lee KlippelWells Fargo Clearing Services, LLCEdward Jones01-22-2016
Brendan Doyle DugganWells Fargo Clearing Services, LLCEdward Jones$1002-22-2013
Brian Dennis TrimbleRaymond James Financial Services, Inc.Edward Jones09-02-2010
Brockton J. SomsenLPL Financial LLCEdward Jones01-09-2012
Caitlyn Renee SalloumRaymond James Financial Services, Inc.Edward Jones$1011-09-2016
Charles M ManbergStrategic Income Group LLCEdward Jones01-16-2014
Christina Rose VigneryLPL Financial LLCEdward Jones01-18-2019
Christopher N. HousleyWells Fargo Clearing Services, LLCEdward Jones04-19-2012
Christopher R. MarinerRaymond James Financial Services, Inc.Edward Jones07-10-2009
Cody AbrahamsonUSAA Financial Advisors, Inc.Edward Jones03-24-2016
Colby Lane KingWells Fargo Clearing Services, LLCEdward Jones$15003-02-2012
Colleen Sue LundyRaymond James Financial Services, Inc.Edward Jones$1002-17-2012
Daniel Arrington ClouseWells Fargo Clearing Services, LLCEdward Jones08-02-2012
David Edward AyalaMML Investors Services, LLCEdward Jones$1004-25-2017
Derek Glenn TrythallRaymond James Financial Services, Inc.Edward Jones10-28-2010
Dianne Su OgdenWells Fargo Clearing Services, LLCEdward Jones$1005-26-2015
Dvon Anthony Wendell JacobsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-21-2012
Edward Ryan BuechtingRaymond James & Associates, Inc.Edward Jones08-08-2014
Eric Christian MartinezCUNA Brokerage Services, Inc.Edward Jones05-08-2015
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Showing 1 to 25 of 81 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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