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
Kyle William RestadAbundance Financial PlanningEdward Jones10-19-2011
Alexander SchamsAmeriprise Financial Services, Inc.Edward Jones02-01-2019
Stephen Michael McGuirkAmeriprise Financial Services, Inc.Edward Jones$15007-30-2018
Russell A JacobsAmeriprise Financial Services, Inc.Edward Jones$5001-02-2018
Dmitriy BgatovAmeriprise Financial Services, Inc.Edward Jones09-01-2017
John E. ManseauAmeriprise Financial Services, Inc.Edward Jones$2506-16-2017
Julian Cruz Jr.BancWest Investment Services, Inc.Edward Jones03-18-2016
Viviana BigolinBancWest Investment Services, Inc.Edward Jones11-20-2015
Jason Michael KrizBBVA Securities Inc.Edward Jones03-29-2018
Leon Pierre AugustineCambridge Investment Research, Inc.Edward Jones05-05-2016
Zachary James WeirichCetera Advisor Networks LLCEdward Jones03-21-2017
Larry GaoCitigroup Global Markets Inc.Edward Jones06-19-2019
Brian Paul CollaCitigroup Global Markets Inc.Edward Jones04-23-2019
Justin Cyril LevyCitigroup Global Markets Inc.Edward Jones12-05-2011
Christie CalivaCommonwealth Financial NetworkEdward Jones$2504-10-2015
Michael Wayne ZirbelCommonwealth Financial NetworkEdward Jones$15001-03-2014
Kurt Eldon EakinCommonwealth Financial NetworkEdward Jones$5004-20-2012
Alan W. FosterCommonwealth Financial NetworkEdward Jones$2508-13-2010
Nelson Jay KlawonCommonwealth Financial NetworkEdward Jones05-13-2009
Patrick Charles CrowCommonwealth Financial NetworkEdward Jones$5004-03-2009
John Cunningham LindseyCooper McManusEdward Jones03-30-2012
Jesse Erald LopezCrown Capital Securities, L.P.Edward Jones11-29-2012
Leif Stefone TinsleyCUSO Financial Services, L.P.Edward Jones12-17-2018
Michael Dewitt BisbeeEnduro FinancialEdward Jones04-27-2017
Casey August ClureEnso Wealth Management, LLCEdward Jones12-21-2018
Next Page »

Showing 1 to 25 of 224 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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