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
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
David DunhamAmeriprise Financial Services, Inc.Edward Jones$1005-26-2016
Michael A. SharpCetera Investment Services LLCEdward Jones04-03-2015
Bethel L. ColemanCUNA Brokerage Services, Inc.Edward Jones12-16-2010
Lynard Eugene HollandFifth Third Securities, Inc.Edward Jones$1007-14-2016
Nathan James MaynardFirst Command Financial Planning, Inc.Edward Jones04-09-2018
Tyler Oliver HicksFTB Advisors, Inc.Edward Jones04-06-2016
Christopher J SisloHHM Wealth Advisors, LLCEdward Jones09-03-2015
Daren E. ChambleeJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones10-19-2017
James Bradford BakerLPL Financial LLCEdward Jones$1002-26-2018
Clint Anthony FosterLPL Financial LLCEdward Jones10-16-2017
John Andrew JohnsonLPL Financial LLCEdward Jones$2508-25-2017
Stephen D. StampsLPL Financial LLCEdward Jones11-09-2015
Vondal DavidsonLPL Financial LLCEdward Jones$20007-09-2015
Hampton B. BourneLPL Financial LLCEdward Jones06-12-2015
Brandon Keith AllenLPL Financial LLCEdward Jones04-06-2015
Brent William WalkerLPL Financial LLCEdward Jones03-09-2015
Andy Levoy KnowlesLPL Financial LLCEdward Jones10-15-2014
Rodney Lorenzt DunnLPL Financial LLCEdward Jones$1001-28-2013
Christopher Roy ClaytonLPL Financial LLCEdward Jones12-14-2012
Troy Ashley GentryLPL Financial LLCEdward Jones12-10-2012
Tony Russell WootenLPL Financial LLCEdward Jones$15008-03-2012
Jack Russell MeeceLPL Financial LLCEdward Jones$2505-21-2012
Traci Kim MillerLPL Financial LLCEdward Jones11-28-2011
Next Page »

Showing 1 to 25 of 55 entries

Page 1 | 2 | 3

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.