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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Thomas FoxJ.P. Morgan Securities LLCEdward Jones12-08-2016
Amy Lynn MillerPNC InvestmentsEdward Jones$15010-27-2014
Andrew Duncan PopeRaymond James Financial Services, Inc.Edward Jones02-11-2015
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Andria Nichole HaworthThrivent Investment Management Inc.Edward Jones$2510-23-2018
Ashley Benton FellersCambridge Investment Research, Inc.Edward Jones$15003-06-2020
Benjamen Drew JacobsWaterStone Investment Counsel, LLCEdward Jones05-10-2016
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Brian David EmeryAmeriprise Financial Services, LLCEdward Jones02-17-2015
Brian James HeraldAmeriprise Financial Services, LLCEdward Jones07-21-2015
Brook BrightAmeriprise Financial Services, LLCEdward Jones07-25-2019
Bruce Allen JosephCUSO Financial Services, L.P.Edward Jones03-01-2017
Bryan Thomas BarnesMorgan StanleyEdward Jones$5004-16-2010
Carl R GarrisonJ.P. Morgan Securities LLCEdward Jones$15010-01-2012
Casey W ShawLPL Financial LLCEdward Jones12-18-2018
Charles Anthony RomanoMorgan StanleyEdward Jones$10005-03-2010
Charles Michael RicciardiJ.P. Morgan Securities LLCEdward Jones06-26-2013
Christopher Brian LightfootCollaborative Financial Partners LLCEdward Jones10-18-2018
Claus Dieter MeyerRaymond James & Associates, Inc.Edward Jones$2806-14-2012
Cole Philip ChiappialleLPL Financial LLCEdward Jones09-08-2020
Corey James LehanMariner Wealth AdvisorsEdward Jones08-22-2018
Craig Michael BurgessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2019
Curtis A PaulB. Riley Wealth ManagementEdward Jones$25010-08-2018
Curtis Alan PaulB. Riley Wealth ManagementEdward Jones$10010-08-2018
Damon Davin Thomas StricklandThe Huntington Investment CompanyEdward Jones12-11-2019
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Showing 1 to 25 of 118 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.