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
James Paul BoudreauRaymond James Financial Services, Inc.Edward Jones$15008-16-2019
Brian James BoudreauRaymond James Financial Services, Inc.Edward Jones$2508-16-2019
Daniel Patrick CallaghanLPL Financial LLCEdward Jones07-24-2019
Barbara Barrio BecknerLPL Financial LLCEdward Jones$15007-17-2019
Rian MorrisseyKestra Investment Services, LLCEdward Jones04-24-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Joel Robert TopMutual Securities, Inc.Edward Jones$5002-20-2019
Brian Daniel RuffThrivent Investment Management Inc.Edward Jones01-14-2019
Austin HamiltonStifel, Nicolaus & Company, IncorporatedEdward Jones01-08-2019
Ben Voss B. VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Brandon Benjamin StarwaltWells Fargo Clearing Services, LLCEdward Jones05-30-2018
Drew P. WottonJ.P. Morgan Securities LLCEdward Jones02-01-2018
Nicholas Bradley DeruyckMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-31-2018
Gregory Lee BurksHighTower Securities, LLCEdward Jones$1010-25-2017
Mandy Marie ReedFarmers Financial Solutions, LLCEdward Jones07-03-2017
Julia BourlakovWestern Wealth Management LLCEdward Jones03-31-2017
Gregory Gordon HomerCetera Advisors LLCEdward Jones03-27-2017
Christopher William StaplesNavigation Wealth ManagementEdward Jones03-01-2017
Jennifer Marie SheldonRaymond James Financial Services, Inc.Edward Jones10-24-2016
Diana Lynne BobkaWestern Wealth Management LLCEdward Jones08-10-2016
Seth Joseph LewisBookcliff FinancialEdward Jones08-09-2016
Michael Fayne McKinnis Jr.Waddell & ReedEdward Jones$2507-15-2016
Timothy James MaherWells Fargo Clearing Services, LLCEdward Jones$5004-18-2016
Micheal D. PaulNYLIFE Securities LLCEdward Jones03-18-2016
Jacqueline Rebecca Shaughnessy-SobczakMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-24-2015
Next Page »

Showing 1 to 25 of 60 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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