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
David Gregory SchlagerWells Fargo Advisors Financial Network, LLCEdward Jones$10006-15-2018
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
Nathan James MaynardFirst Command Financial Planning, Inc.Edward Jones04-09-2018
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
James Bradford BakerLPL Financial LLCEdward Jones$1002-26-2018
Henry Hopkins NewtonWells Fargo Clearing Services, LLCEdward Jones01-12-2018
Daren E. ChambleeJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones10-19-2017
Clint Anthony FosterLPL Financial LLCEdward Jones10-16-2017
Justin E. MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-01-2017
John Andrew JohnsonLPL Financial LLCEdward Jones$2508-25-2017
Graham William MattesPrivate Advisor Group, LLCEdward Jones01-30-2017
Patrick Leonard NeelWells Fargo Clearing Services, LLCEdward Jones01-25-2017
Jamie Glynn OrrWells Fargo Advisors Financial Network, LLCEdward Jones10-18-2016
Lynard Eugene HollandFifth Third Securities, Inc.Edward Jones$1007-14-2016
John J Maloney IIIWoodbury Financial Services, Inc.Edward Jones$23806-27-2016
David DunhamAmeriprise Financial Services, Inc.Edward Jones$1005-26-2016
Marcus D. JohnsonMutual of Omaha Investor Services, Inc.Edward Jones04-25-2016
Tyler Oliver HicksFTB Advisors, Inc.Edward Jones04-06-2016
John W. Tucker IIIMorgan StanleyEdward Jones$3704-01-2016
Christopher Allen BelleWells Fargo Advisors Financial Network, LLCEdward Jones01-29-2016
Stephen D. StampsLPL Financial LLCEdward Jones11-09-2015
Christopher J SisloHHM Wealth Advisors, LLCEdward Jones09-03-2015
Vondal DavidsonLPL Financial LLCEdward Jones$20007-09-2015
Hampton B. BourneLPL Financial LLCEdward Jones06-12-2015
Brandon Keith AllenLPL Financial LLCEdward Jones04-06-2015
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Showing 1 to 25 of 53 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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