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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Derrick T WellsAmeriprise Financial Services, LLCEdward Jones$10307-17-2015
Bryan Dean HarastyAmeriprise Financial Services, LLCEdward Jones08-14-2020
Robert Nelson DeardorffAmeriprise Financial Services, LLCEdward Jones07-12-2018
Derrick Thomas WellsAmeriprise Financial Services, LLCEdward Jones07-17-2015
Tracie Lynn LuleyAmeriprise Financial Services, LLCEdward Jones03-19-2010
Joseph Anthony MilburnBiechele Royce Advisors, Inc.Edward Jones11-24-2010
Cheryl Jean StultzCambridge Investment Research, Inc.Edward Jones10-07-2016
Amy Marjorie OBrienCetera Advisors LLCEdward Jones03-27-2020
Robert Paul MilliganCetera Advisors LLCEdward Jones$5008-15-2011
Lisa Julia ClarkChampion Financial Inc.Edward Jones01-03-2012
Tony S ChoiCommonwealth Financial NetworkEdward Jones$15009-28-2020
Matthew Lane Puckett UnderwoodCommonwealth Financial NetworkEdward Jones05-03-2019
Brett GladdenCUNA Brokerage Services, Inc.Edward Jones03-29-2016
Hellen Marie JustusEK Riley Investments, LLCEdward Jones$5007-22-2015
Andrew Michael KelleyFifth Third Securities, Inc.Edward Jones05-07-2020
Matthew James RussellFifth Third Securities, Inc.Edward Jones06-29-2016
Brandon Wayne GreggFifth Third Securities, Inc.Edward Jones04-10-2015
Adam Lee YoungHoosier Financial Inc.Edward Jones09-24-2009
Timothee HammondHoosier Financial Planning, LLCEdward Jones09-09-2019
Bradley Milinko SimichHoward Bailey Securities, LLCEdward Jones11-23-2018
David AndersonInfinex Investments, Inc.Edward Jones02-20-2018
Brandon Duane BlumenhorstJ.P. Morgan Securities LLCEdward Jones11-29-2019
David Joseph SternastyJ.P. Morgan Securities LLCEdward Jones10-25-2019
Austin Boone JarrettJ.P. Morgan Securities LLCEdward Jones08-06-2019
Seth CromerJ.P. Morgan Securities LLCEdward Jones02-05-2019
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Showing 1 to 25 of 82 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.