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
Alfred Thomas Duncan IIIAmeriprise Financial Services, Inc.Edward Jones$15010-23-2018
William Lawrence Gaines Sr.Commonwealth Financial NetworkEdward Jones08-19-2016
Johnny G. Brown Jr.Lombard Securities IncorporatedEdward Jones05-04-2009
Jeffrey S. AshbyLPL Financial LLCEdward Jones$1010-31-2014
Michael L. CrabbLPL Financial LLCEdward Jones$1005-29-2012
Matthew Lynn LowryLPL Financial LLCEdward Jones$5005-18-2012
Scott Justin LeishearLPL Financial LLCEdward Jones$1003-28-2011
Christopher William MamunesRailroad Street Wealth Management, LLCEdward Jones03-04-2015
Joan Francine BowersRaymond James Financial Services, Inc.Edward Jones11-04-2016
Shelby H McGinleyRaymond James Financial Services, Inc.Edward Jones$5010-21-2016
James Gregory GarnerRaymond James Financial Services, Inc.Edward Jones03-18-2016
Carrie Regina DupuieRaymond James Financial Services, Inc.Edward Jones12-16-2011
Ryan Eric TownsleyTown CapitalEdward Jones11-29-2018
Yvonne Marie LiguoriVoya Financial Advisors, Inc.Edward Jones05-29-2012
David C GreenWells Fargo Clearing Services, LLCEdward Jones08-01-2017

Showing 1 to 15 of 15 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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