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
Michael A ClemenceCapital AnalystsEdward Jones05-17-2019
Jennifer Lee BoulangerPruco Securities, LLC.Edward Jones04-23-2019
Austin Avery MartineauMML Investors Services, LLCEdward Jones03-20-2019
Lawrence R MoschiniCitizens Securities, Inc.Edward Jones06-29-2018
Kim Elizabeth CasteloAmeriprise Financial Services, Inc.Edward Jones$10006-27-2018
Gary HillsQuestar Capital CorporationEdward Jones12-07-2017
Sarah Katherine McDonaldArcadia Wealth Management, LLCEdward Jones10-02-2017
Christopher NagleSantander Securities LLCEdward Jones06-16-2017
Kevin Matthew GrossoCitizens Securities, Inc.Edward Jones02-08-2017
Joshua Ian HouleRaymond James Financial Services, Inc.Edward Jones$25011-03-2016
Thomas Carl LaportePeople's Securities, Inc.Edward Jones08-15-2016
Scott Allington TrendellAmeriprise Financial Services, Inc.Edward Jones$10007-29-2016
Brian Shannon McguiganFlagship Harbor Advisors, LLCEdward Jones06-13-2016
Joseph Robert Perusse IINorthwestern Mutual Investment Services, LLCEdward Jones05-04-2016
George Anthony CruzSantander Securities LLCEdward Jones$10004-06-2016
Joshua Ryan ChabotAmeriprise Financial Services, Inc.Edward Jones$10012-11-2015
Robert J. BoulangerRBC Capital Markets, LLCEdward Jones$25009-16-2015
Irina V. AndreasenLPL Financial LLCEdward Jones$10006-15-2015
Zachary Stephen GeorgeRBC Capital Markets, LLCEdward Jones$10006-12-2015
Robert John GustafsonJ.P. Turner & Company, L.L.C.Edward Jones11-01-2012
Christina Joy ApgarVALIC Financial Advisors, Inc.Edward Jones$10007-10-2012
Denise E. PetrinWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$50007-06-2012
Richard Samuel HilowLPL Financial LLCEdward Jones$10005-29-2012
Joel Peter ArsenaultLPL Financial LLCEdward Jones05-25-2012
Skyler Hayward ByrdLPL Financial LLCEdward Jones05-01-2012
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Showing 1 to 25 of 38 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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