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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew David JaworskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-13-2014
Andrew Joseph MonteroWells Fargo Clearing Services, LLCEdward Jones09-29-2017
Ann Lucy HerreroAmeriprise Financial Services, Inc.Edward Jones$10003-27-2015
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Arthur Craigg McRaeWells Fargo Advisors Financial Network, LLCEdward Jones$5008-01-2014
Brett M. StagnittiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2016
Brian Christopher HarwoodLPL Financial LLCEdward Jones03-09-2018
Charles Robert SpeerAmeriprise Financial Services, Inc.Edward Jones$2508-25-2011
Curtis Robert RegruitLPL Financial LLCEdward Jones11-26-2010
Daniel Patrick TwomeyLPL Financial LLCEdward Jones$1009-23-2011
David Jon MikulaMorgan StanleyEdward Jones$5011-30-2010
David Joseph KellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-04-2015
David Lee ZambottiLPL Financial LLCEdward Jones01-31-2012
Deborah Ann ChristopherAmeriprise Financial Services, Inc.Edward Jones02-21-2019
Debra Ann FeaserAmeriprise Financial Services, Inc.Edward Jones$2511-02-2018
Debra Feaser, Michael EisenbraunAmeriprise Financial Services, Inc.Edward Jones$21511-02-2018
Edward James Bradford Jr.Raymond James Financial Services, Inc.Edward Jones06-10-2011
Edward M. LynchRaymond James Financial Services, Inc.Edward Jones$5008-27-2014
Ernest Michael CsakMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-02-2011
George Nicholas BrownRaymond James Financial Services, Inc.Edward Jones12-06-2010
George Panagiotis FoliasLPL Financial LLCEdward Jones$2504-17-2014
Gregory C. BurnsCantella & Co., Inc.Edward Jones11-04-2016
Hyman Noah GlasmanTD Ameritrade Investment Management, LLCEdward Jones04-28-2011
Jason CurtisLPL Financial LLCEdward Jones$5006-13-2016
Jason James EatonTD Ameritrade Investment Management, LLCEdward Jones05-09-2019
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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