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
William A Del CottoAmeriprise Financial Services, Inc.Edward Jones10-18-2017
Phillip James SitarAmeriprise Financial Services, Inc.Edward Jones04-01-2010
Lynn G DavenportAusdal Financial Partners, Inc.Edward Jones$5003-06-2013
Nathan Allen KrausAXA Advisors, LLCEdward Jones10-24-2014
Courtney Mowen WrightBenjamin F. Edwards & Company, Inc.Edward Jones04-16-2019
Daphne Lynn CarterBenjamin F. Edwards & Company, Inc.Edward Jones11-17-2017
Todd William BrunnerBenjamin F. Edwards & Company, Inc.Edward Jones$1009-11-2015
Jamie Leigh BrunnerBenjamin F. Edwards & Company, Inc.Edward Jones09-11-2015
Tyler HagenBMO Harris Financial Advisors, Inc.Edward Jones09-27-2018
James Warren LarsonBMO Harris Financial Advisors, Inc.Edward Jones$1004-11-2011
Adam Joseph TatroeBMO Harris Financial Advisors, Inc.Edward Jones$1002-14-2011
Anthony Robert TrainorBMO Harris Financial Advisors, Inc.Edward Jones$2505-17-2010
Matthew John HawkCambridge Capital Management, LLCEdward Jones02-11-2013
Jacob Thomas LowryCambridge Investment Research, Inc.Edward Jones03-01-2013
Michael Francis ConveyCetera Financial Specialists LLCEdward Jones05-09-2019
Richard Harry Nelsen Jr.Cetera Financial Specialists LLCEdward Jones03-06-2009
Calvin Amandus Neeman Jr.Cornerstone Wealth Management, LLCEdward Jones04-18-2016
Joshua A. WilliamsCountry Capital Management CompanyEdward Jones11-23-2016
Juan Carlos AguilarFifth Third Securities, Inc.Edward Jones11-13-2012
Zachary Bryce BenningFifth Third Securities, Inc.Edward Jones11-23-2010
Lisa Marie BurnamHD Vest Investment ServicesEdward Jones05-29-2015
Kevin A. BrainerdHighpoint Advisor Group, LLCEdward Jones03-08-2016
Jackson Hermon Vandiver IVHighpoint Advisor Group, LLCEdward Jones04-25-2014
Joel Gray ClousingHighpoint Advisor Group, LLCEdward Jones03-25-2013
Kim Renae SchardanInfinex Investments, Inc.Edward Jones$5004-10-2017
Next Page »

Showing 1 to 25 of 117 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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