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
Kimberly Johnson AlmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-02-2019
Rafael SaezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-06-2019
Jason James EatonTD Ameritrade Investment Management, LLCEdward Jones05-09-2019
Deborah Ann ChristopherAmeriprise Financial Services, Inc.Edward Jones02-21-2019
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Debra Feaser, Michael EisenbraunAmeriprise Financial Services, Inc.Edward Jones$21511-02-2018
Debra Ann FeaserAmeriprise Financial Services, Inc.Edward Jones$2511-02-2018
Michael V. EisenbraunAmeriprise Financial Services, Inc.Edward Jones11-02-2018
Marlene Andrea Raffington LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-12-2018
Michael VroomanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-24-2018
Jimmy HernandezJ.P. Morgan Securities LLCEdward Jones04-09-2018
Brian Christopher HarwoodLPL Financial LLCEdward Jones03-09-2018
Andrew Joseph MonteroWells Fargo Clearing Services, LLCEdward Jones09-29-2017
Matthew C StoutenburgLPL Financial LLCEdward Jones05-23-2017
Maximus Michael DisesaKingsview Asset Management, LLCEdward Jones01-03-2017
Gregory C. BurnsCantella & Co., Inc.Edward Jones11-04-2016
Russell J PintoVoya Financial Advisors, Inc.Edward Jones$1610-28-2016
Jody Lynn AngellottiWells Fargo Clearing Services, LLCEdward Jones09-16-2016
Thomas J MuscatoCommonwealth Financial NetworkEdward Jones09-06-2016
William Andrew KoehlerKingsview Asset Management, LLCEdward Jones08-02-2016
Jason CurtisLPL Financial LLCEdward Jones$5006-13-2016
Kelly OlczakLPL Financial LLCEdward Jones$11005-23-2016
Brett M. StagnittiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2016
Kelly Marie O'NeillWells Fargo Advisors Financial Network, LLCEdward Jones$5005-27-2015
David Joseph KellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-04-2015
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Showing 1 to 25 of 52 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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