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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin P JonesSantander Securities LLCEdward Jones04-03-2020
Darwin J SmithCitizens Securities, Inc.Edward Jones01-30-2020
Daniel Keith FullerCitizens Securities, Inc.Edward Jones12-08-2019
David Robert WeigandPNC InvestmentsEdward Jones12-04-2019
Jerry GlasserEdward JonesEdward Jones11-15-2019
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Mitchell L. WoodsAXA Advisors, LLCEdward Jones10-07-2019
Jessi Marie Woods-TaylorLPL Financial LLCEdward Jones07-26-2019
Michael Anthony PirontiCitizens Securities, Inc.Edward Jones06-25-2019
Toby Joseph KrouseRaymond James Financial Services, Inc.Edward Jones06-20-2019
Robert J ForgravePruco Securities, LLC.Edward Jones02-28-2019
Salvatore Lauri Jr.W&S Brokerage Services, Inc.Edward Jones02-28-2019
Connor Jacob FernholzMML Investors Services, LLCEdward Jones02-27-2019
Cameron G HiltzW&S Brokerage Services, Inc.Edward Jones02-22-2019
Ryan P. SmithAmeriprise Financial Services, LLCEdward Jones02-15-2019
Douglas E GromCitizens Securities, Inc.Edward Jones01-29-2019
David Michael Kolter Jr.Wells Fargo Clearing Services, LLCEdward Jones09-14-2018
Tara Anne RittlerAmeriprise Financial Services, LLCEdward Jones09-07-2018
Jerrell SmithPNC InvestmentsEdward Jones06-25-2018
Joyce Musson ZavresaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-22-2018
Phong Tan TruongMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-01-2018
Andreas M. WochtlCitizens Securities, Inc.Edward Jones05-23-2018
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Drew David HowardLincoln Financial Advisors CorporationEdward Jones05-03-2018
Joseph Anthony StaplesVanguard Marketing CorporationEdward Jones04-18-2018
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Showing 1 to 25 of 148 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.