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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron W. GainesWorld Equity Group, Inc.Edward Jones07-19-2019
Adam E. ReyesJ.P. Morgan Securities LLCEdward Jones07-07-2016
Adam F. BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Adam John LogueAllstate Financial Services, LLCEdward Jones10-28-2014
Adam Joseph TatroeBMO Harris Financial Advisors, Inc.Edward Jones$1002-14-2011
Alexander GallegosBMO Harris Financial Advisors, Inc.Edward Jones02-17-2015
Alexandro GonzalezJ.P. Morgan Securities LLCEdward Jones03-21-2018
Alison J. CookGoldman Sachs & Co.Edward Jones09-28-2012
Allen Michael HallMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-10-2011
Amanda Joy RobertsCambridge Investment Research, Inc.Edward Jones04-16-2013
Amy Lynn BarnesU.S. Bancorp Investments, Inc.Edward Jones08-31-2015
Andrew Benjamen SchniersJ.P. Morgan Securities LLCEdward Jones06-18-2015
Andrew Douglass CarmanLPL Financial LLCEdward Jones03-07-2011
Andrew R. WalkerFirst Midwest Securities, Inc.Edward Jones$2501-24-2012
Anes KadiricWilliam BlairEdward Jones05-15-2019
Ann Marie RowanWintrust Investments LLCEdward Jones07-02-2012
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2009
Anthony L Santucci Jr.LPL Financial LLCEdward Jones$2507-30-2014
Anthony Robert TrainorBMO Harris Financial Advisors, Inc.Edward Jones$2505-17-2010
Anthony Ryan DutterMorgan StanleyEdward Jones02-25-2011
Anthony Thomas LodovicoLPL Financial LLCEdward Jones03-05-2020
Arturo RamirezBMO Harris Financial Advisors, Inc.Edward Jones07-05-2019
Assan FaalNational Securities CorporationEdward Jones08-01-2011
Barbara OlsonChase Investment Services Corp.Edward Jones05-01-2010
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Showing 1 to 25 of 306 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.