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
Andrea NathanCitizens Securities, Inc.Edward Jones12-09-2014
Barbara Ann CantwellAmeriprise Financial Services, Inc.Edward Jones$5010-05-2012
Barbara Jean MaitlandLPL Financial LLCEdward Jones$1009-17-2012
Benjamin M. SteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-15-2016
Bruce S. JakielCantella & Co., Inc.Edward Jones04-04-2018
Bryan James CrabtreeCommonwealth Financial NetworkEdward Jones07-17-2009
Cameron Zachary TytulaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2018
Charles Xenakis KarrisLPL Financial LLCEdward Jones$2505-14-2014
Craig Raymond StraussLPL Financial LLCEdward Jones12-10-2010
Darlene R. OuelletteAmeriprise Financial Services, Inc.Edward Jones11-16-2016
Duane Edward JankaLPL Financial LLCEdward Jones$5005-01-2009
Greg Stephen DodgeLPL Financial LLCEdward Jones03-01-2010
Guido Andrew Dipietro IIICitizens Securities, Inc.Edward Jones08-27-2019
James Neil ParsonsWells Fargo Clearing Services, LLCEdward Jones$5007-05-2016
Jonathan Robert StearnsLPL Financial LLCEdward Jones01-27-2009
Joseph AzevedoCantella & Co., Inc.Edward Jones04-21-2009
Joseph E. LabelleMML Investors Services, LLCEdward Jones03-31-2010
Joseph Vincent Sciacca Jr.Ameriprise Financial Services, Inc.Edward Jones$2504-23-2010
Lee George PappasLPL Financial LLCEdward Jones$1004-16-2012
Marilyn Gay ZarkosCitizens Securities, Inc.Edward Jones03-01-2019
Mark Paul GomesLPL Financial LLCEdward Jones05-25-2012
Martin David GreenAmeriprise Financial Services, Inc.Edward Jones$15010-30-2009
Mary Elizabeth HelineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-25-2019
Mary Joanne MetroRaymond James Financial Services, Inc.Edward Jones$10006-23-2010
Michael William TuomalaSantander Securities LLCEdward Jones03-19-2013
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Showing 1 to 25 of 39 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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