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
Kristen Sherrill TaylorAllstate Financial Services, LLCEdward Jones04-17-2018
Derek Lee CrihfieldAmeriprise Financial Services, Inc.Edward Jones$10007-05-2019
Christian John RetherAmeriprise Financial Services, Inc.Edward Jones$10008-17-2018
Drew R MantelAmeriprise Financial Services, Inc.Edward Jones$10003-23-2018
Michael Tim PowersAmeriprise Financial Services, Inc.Edward Jones$10002-23-2018
Marshall K. JacksonAmeriprise Financial Services, Inc.Edward Jones01-31-2018
Johnny Wayne Dawson Jr.Ameriprise Financial Services, Inc.Edward Jones11-24-2017
Bradley Kyle VandervluchtAmeriprise Financial Services, Inc.Edward Jones03-11-2016
Juan MarcanoAmeriprise Financial Services, Inc.Edward Jones03-04-2016
Joie Lynn HanleyAmeriprise Financial Services, Inc.Edward Jones$50012-04-2015
Jason Scott AustermanAmeriprise Financial Services, Inc.Edward Jones09-18-2015
Luke Allen WashburnAmeriprise Financial Services, Inc.Edward Jones08-21-2015
Brian James HeraldAmeriprise Financial Services, Inc.Edward Jones$50007-21-2015
Brian David EmeryAmeriprise Financial Services, Inc.Edward Jones02-17-2015
Leah A HadleyAmeriprise Financial Services, Inc.Edward Jones01-07-2015
John V CurtinAmeriprise Financial Services, Inc.Edward Jones06-06-2014
Timothy Sean ChannelAmeriprise Financial Services, Inc.Edward Jones11-01-2013
David Alexander WilliamsAmeriprise Financial Services, Inc.Edward Jones$25006-28-2013
Edward Charles BettnerAmeriprise Financial Services, Inc.Edward Jones$25012-02-2011
Matthew Ryan MccleeseArcadia Financial Partners, LLCEdward Jones11-14-2018
Curtis Alan PaulB. Riley Wealth ManagementEdward Jones$10010-08-2018
David L NoelBankers Life Securities, Inc.Edward Jones02-16-2017
Shaun Thomas CarneyBolt Financial Group, IncEdward Jones01-29-2018
Todd Richard IlleCabot Lodge Securities LLCEdward Jones$15008-02-2019
Bethany Neola TaylorCadaret, Grant & Co., Inc.Edward Jones$10004-02-2015
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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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