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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Andrew David TillettAmeriprise Financial Services, LLCEdward Jones04-25-2018
Mark Q. LouderbackAmeriprise Financial Services, LLCEdward Jones12-26-2017
David DunhamAmeriprise Financial Services, LLCEdward Jones$1005-26-2016
Benjamin John TiernanAmeriprise Financial Services, LLCEdward Jones04-30-2015
Jesse Kelin GilesAmeriprise Financial Services, LLCEdward Jones$1011-05-2010
Bryan Craig KellyAmeriprise Financial Services, LLCEdward Jones08-28-2009
Jonathan Adam DuttonAmeriprise Financial Services, LLCEdward Jones08-28-2009
Scot William RandAmeriprise Financial Services, LLCEdward Jones$1003-06-2009
Terran Drew KidnerAXA Advisors, LLCEdward Jones04-13-2020
James Matthew MunseyAXA Advisors, LLCEdward Jones11-02-2016
Kyle Anthony RuizB. Riley Wealth ManagementEdward Jones07-20-2020
Thomas John D'AmatoBB&T Investment Services, Inc.Edward Jones05-22-2015
James Andrew VaughnCetera Investment Services LLCEdward Jones10-15-2019
Michael Adrian SharpCetera Investment Services LLCEdward Jones04-03-2015
Brett Louis DartezCetera Investment Services LLCEdward Jones$5003-14-2013
Christian Deandre YoungCharles Schwab & Co., Inc.Edward Jones04-17-2020
Bethel L. ColemanCUNA Brokerage Services, Inc.Edward Jones12-16-2010
Dalton Tyler LewisEdward JonesEdward Jones04-12-2017
David W. HillEudaimonia Partners, LLCEdward Jones06-02-2017
Thomas Chad RutherfordFidelity Brokerage Services LLCEdward Jones03-20-2015
Robert Harold Sass Jr.Fidelity Brokerage Services LLCEdward Jones08-16-2013
Eric Richard TheissFidelity Brokerage Services LLCEdward Jones07-27-2012
Evan M. FischerFidelity Brokerage Services LLCEdward Jones06-28-2010
Lynard Eugene HollandFifth Third Securities, Inc.Edward Jones$1007-14-2016
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Showing 1 to 25 of 134 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.