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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Catherine Ann MccarthyLPL Financial LLCEdward Jones01-10-2020
Jeffrey Joseph KnightLPL Financial LLCEdward Jones01-07-2020
Todd Deyan BowerVoya Financial Advisors, Inc.Edward Jones01-06-2020
Michael Anthony MancivalanoJ.P. Morgan Securities LLCEdward Jones11-27-2019
Jairo Cesar LemosLPL Financial LLCEdward Jones06-28-2019
John Philip MayNorthwestern Mutual Investment Services, LLCEdward Jones06-17-2019
Matthew David Obrien JrPark Avenue Securities LLCEdward Jones12-12-2018
Adam Luis RichwineRBC Capital Markets, LLCEdward Jones08-27-2018
Richard Charles LoprestiMilestone Asset Management Group, LLCEdward Jones08-16-2018
Jennifer Jo Ann PaceBenjamin F. Edwards & Company, Inc.Edward Jones08-03-2018
Jenny D. BergeronLPL Financial LLCEdward Jones07-09-2018
Matthew Kenneth PastorJohnson BrunettiEdward Jones08-23-2017
Anthony John AnzellottiAXA Advisors, LLCEdward Jones05-22-2017
Jeffrey L HenaultMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-04-2017
Mark Nene MagnusenFidelity Brokerage Services LLCEdward Jones01-31-2017
Earl Avery Stallings Sr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-05-2017
Jeffrey A SturgeonCommonwealth Financial NetworkEdward Jones09-22-2016
James Matthew DesrocherKeynote Financial Services, LLCEdward Jones11-07-2015
David KopsFidelity Brokerage Services LLCEdward Jones02-24-2015
Brian Russell ArmogidaWaddell & ReedEdward Jones$5008-21-2014
Briean Veillette SodanoThe Investment Center, Inc.Edward Jones08-08-2014
Eugene W AntoshAmeriprise Financial Services, LLCEdward Jones07-23-2014
Daniel R. FreyAXA Advisors, LLCEdward Jones01-08-2014
Michael Charles MondelloWells Fargo Clearing Services, LLCEdward Jones$2512-04-2013
Andrew Scott CorpuelMorgan StanleyEdward Jones05-01-2013
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Showing 1 to 25 of 49 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.