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
Warren Gene AndersonAmeriprise Financial Services, Inc.Edward Jones$5008-05-2016
Christopher A. NoelAmeriprise Financial Services, Inc.Edward Jones$1006-20-2016
Jannifer Lyn ShullAmeriprise Financial Services, Inc.Edward Jones10-09-2015
Cheryl Anne BiermannAmeriprise Financial Services, Inc.Edward Jones$1005-24-2011
Zachary William PayneCambridge Investment Research, Inc.Edward Jones10-11-2019
Zachary William PayneCambridge Investment Research, Inc.Edward Jones10-11-2019
Gabriel Johanan SmithCambridge Investment Research, Inc.Edward Jones$2505-14-2010
Henry Bigornia NigosCambridge Investment Research, Inc.Edward Jones$2502-06-2009
Kenton Leone HartCUNA Brokerage Services, Inc.Edward Jones08-01-2010
Taylor WilsonGreenstone Wealth ManagementEdward Jones10-21-2019
Adam Matthew MangunoLegacy Financial GroupEdward Jones05-23-2019
Sean Patrick Thomas TobinLPL Financial LLCEdward Jones12-17-2010
Michael Patrick StansburyMorgan StanleyEdward Jones$10006-19-2019
Matthew JensMorgan StanleyEdward Jones06-20-2013
Kevin FretteNorthwest Wealth Management, LLCEdward Jones06-16-2014
Jeffrey Dean PloegerNorthwest Wealth Management, LLCEdward Jones11-26-2013
Jason B. Vande Vande BrakeNorthwest Wealth Management, LLCEdward Jones10-03-2012
Lance Bartley EvansNorthwest Wealth Management, LLCEdward Jones06-06-2011
Adam Michael LaffeyPackerland Brokerage Services, Inc.Edward Jones04-11-2016
Brian Michael RussProEquities, Inc.Edward Jones$2505-24-2010
Richard Wayne CuvelierRaymond James Financial Services, Inc.Edward Jones$15002-11-2019
Brian Paul GibsonRaymond James Financial Services, Inc.Edward Jones10-20-2014
Daniel Paul Evans Jr.SagePoint Financial, Inc.Edward Jones$15002-13-2018
Seth David LampmanSagePoint Financial, Inc.Edward Jones09-04-2014
John Robert LidgettSecurities America, Inc.Edward Jones$10003-12-2019
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Showing 1 to 25 of 44 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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