Advisers on the Move TEST

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
Wade Scott SchmidtLPL Financial LLCEdward Jones02-25-2019
James Henry Johnson IIILPL Financial LLCEdward Jones09-10-2018
Edward Terral HillLPL Financial LLCEdward Jones03-01-2018
Jessica Marie Norris ChatmonLPL Financial LLCEdward Jones01-22-2018
Frederick David GuntherLPL Financial LLCEdward Jones01-18-2018
Matthew William BagleyLPL Financial LLCEdward Jones01-23-2017
Casey Newsom BrightonLPL Financial LLCEdward Jones12-08-2016
Melissa Ragsdale HoldenLPL Financial LLCEdward Jones$2510-17-2016
Michael A McGilvaryLPL Financial LLCEdward Jones07-27-2016
Rebekah Warrick WebbLPL Financial LLCEdward Jones07-20-2016
Melissa Nicole KledisLPL Financial LLCEdward Jones07-30-2015
Johnny Kenard RutledgeLPL Financial LLCEdward Jones$1003-10-2014
Phillip Scott SmithLPL Financial LLCEdward Jones$1012-16-2013
Joseph Earl FowlerLPL Financial LLCEdward Jones11-05-2013
Daniel ArneyLPL Financial LLCEdward Jones$1009-27-2013
Claude William Allen IVLPL Financial LLCEdward Jones08-09-2013
Daryl Rockford DeemLPL Financial LLCEdward Jones12-18-2012
Jeffrey T. StevensLPL Financial LLCEdward Jones$10009-28-2012
Donald Brian McClellanLPL Financial LLCEdward Jones$5007-01-2012
Jaime Genaro CarmonaLPL Financial LLCEdward Jones$1001-13-2012
Blake BassLPL Financial LLCEdward Jones$2501-03-2012
James Anthony Womack Jr.LPL Financial LLCEdward Jones12-15-2011
Steven Patton GrantLPL Financial LLCEdward Jones$2512-14-2011
Michael James DeliaLPL Financial LLCEdward Jones$1012-14-2011
Stephanie Williams GuanziniLPL Financial LLCEdward Jones12-02-2011
Next Page »

Showing 1 to 25 of 56 entries

Page 1 | 2 | 3

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.