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
Aaron W. GainesWorld Equity Group, Inc.Edward Jones07-19-2019
Adam F. BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Adam Joseph TatroeBMO Harris Financial Advisors, Inc.Edward Jones$1002-14-2011
Alexandro GonzalezJ.P. Morgan Securities LLCEdward Jones03-21-2018
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2009
Anthony Robert TrainorBMO Harris Financial Advisors, Inc.Edward Jones$2505-17-2010
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Bob MeyersLaSalle St. SecuritiesEdward Jones$10010-19-2018
Bradley Frank LaknerSunbelt Securities, Inc.Edward Jones09-02-2010
Brian David SlaterLPL Financial LLCEdward Jones03-13-2015
Brian Scott StoutMorgan StanleyEdward Jones06-18-2010
Calvin Amandus Neeman Jr.Cornerstone Wealth Management, LLCEdward Jones04-18-2016
Calvin NeemanLPL Financial LLCEdward Jones$24004-18-2016
Chad Edward BurnsLPL Financial LLCEdward Jones$1008-03-2012
Christopher H. LarsonWells Fargo Clearing Services, LLCEdward Jones12-12-2016
Colleen Mary WalshRaymond James Financial Services, Inc.Edward Jones$3709-13-2019
Courtney Mowen WrightBenjamin F. Edwards & Company, Inc.Edward Jones04-16-2019
Cyril Leo Friend IIILPL Financial LLCEdward Jones$10011-06-2009
Dale Lawrence BradleyRaymond James Financial Services, Inc.Edward Jones04-25-2013
Daniel A. MilinkoPlanMember Securities CorporationEdward Jones05-23-2014
Daniel Blahesly MaudeWilliam BlairEdward Jones$1004-26-2013
Daniel Raymond HitzemanLPL Financial LLCEdward Jones$2508-23-2010
Daniel S. MoyLPL Financial LLCEdward Jones$1005-18-2015
Danka DurkiewiczPNC InvestmentsEdward Jones07-08-2016
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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