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
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Adam R. BottWells Fargo Clearing Services, LLCEdward Jones$2510-21-2016
Ailen YounanpourWaddell & ReedEdward Jones08-29-2011
Aivy Quynh Anh MaederRaymond James Financial Services, Inc.Edward Jones03-02-2012
Akshay Ajit SomaSecurian Financial Services, Inc.Edward Jones07-17-2018
Alan W. FosterCommonwealth Financial NetworkEdward Jones$2508-13-2010
Alexander SchamsAmeriprise Financial Services, Inc.Edward Jones02-01-2019
Ali BavarianRaymond James Financial Services, Inc.Edward Jones04-25-2011
Alicia MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-03-2016
Allyson TrantumLPL Financial LLCEdward Jones$6002-12-2016
Andrew D. DilsaverMorgan StanleyEdward Jones05-06-2016
Andrew R. ChenRubicon AdvisorsEdward Jones10-25-2017
Anne Durbin ScottLPL Financial LLCEdward Jones$5002-05-2018
Arlie Afton Rogers Jr.LPL Financial LLCEdward Jones12-10-2012
Bradley M. Griffiths IISecurian Financial Services, Inc.Edward Jones06-29-2016
Brandon Alexander BellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-08-2015
Brendan Thomas DempseyWells Fargo Clearing Services, LLCEdward Jones05-02-2011
Brian Jeffrey StephensRubicon AdvisorsEdward Jones07-28-2016
Brian Mathew CookeLPL Financial LLCEdward Jones$5005-11-2010
Brian Matthew PadrickLPL Financial LLCEdward Jones04-11-2012
Brian Paul CollaCitigroup Global Markets Inc.Edward Jones04-23-2019
Bruce C. WoodburyLPL Financial LLCEdward Jones$2503-23-2009
Bruce Jackman PorterSecurities America, Inc.Edward Jones$10005-05-2017
Bruce PorterSecurities America, Inc.Edward Jones$11203-01-2017
Bryan J NelsonVoya Financial Advisors, Inc.Edward Jones09-01-2010
Next Page »

Showing 1 to 25 of 223 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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