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
Damon Davin Thomas StricklandThe Huntington Investment CompanyEdward Jones12-11-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Bill Mckindsey Crawford IVJ.P. Morgan Securities LLCEdward Jones09-24-2019
Scott BealW&S Brokerage Services, Inc.Edward Jones09-20-2019
Craig M. BurgessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10009-18-2019
Jacob D KinsleyPNC InvestmentsEdward Jones09-17-2019
Brian James KirshmanRaymond James Financial Services, Inc.Edward Jones$15009-06-2019
William Clayton PayneThe Huntington Investment CompanyEdward Jones08-22-2019
Eric John TataCitizens Securities, Inc.Edward Jones08-20-2019
Michael Anthony NormanLincoln Financial Advisors CorporationEdward Jones$15008-02-2019
Todd Richard IlleCabot Lodge Securities LLCEdward Jones$15008-02-2019
Jeffry R GibsonPruco Securities, LLC.Edward Jones07-31-2019
Zachary Tyson SteinmetzMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-22-2019
Derek Lee CrihfieldAmeriprise Financial Services, Inc.Edward Jones$10007-05-2019
Matthew L GilbertJ.P. Morgan Securities LLCEdward Jones06-27-2019
Larry Paul MarcusCitizens Securities, Inc.Edward Jones06-18-2019
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Jeffrey Curtis LewisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25005-03-2019
Michelle D ParsonsRaymond James Financial Services, Inc.Edward Jones$10004-17-2019
Kari A FernRaymond James Financial Services, Inc.Edward Jones04-17-2019
Mandwel D. PattersonLPL Financial LLCEdward Jones$15003-15-2019
Kevin Joseph BlackLincoln Financial Advisors CorporationEdward Jones$25012-26-2018
Casey W ShawLPL Financial LLCEdward Jones12-18-2018
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Sabrina Scott McdonaldThe Huntington Investment CompanyEdward Jones12-12-2018
Next Page »

Showing 1 to 25 of 230 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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