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
Brandon Lloyd CorcoranCetera Investment Services LLCEdward Jones09-22-2020
Todd W LoweValMark Securities, Inc.Edward Jones09-09-2020
Jeanann M KramerLPL Financial LLCEdward Jones07-17-2020
Ryan McfarlinSecurian Financial Services, Inc.Edward Jones06-11-2020
jay d landremanPruco Securities, LLC.Edward Jones03-16-2020
Michelle Torp GraingerRaymond James Financial Services, Inc.Edward Jones03-02-2020
Edmond G KonradRobert W. Baird & Co. IncorporatedEdward Jones02-27-2020
Glen Wright IIIRobert W. Baird & Co. IncorporatedEdward Jones02-24-2020
Curtis J ArnoldCommonwealth Financial NetworkEdward Jones02-19-2020
Naryan David LeazerSecurian Financial Services, Inc.Edward Jones01-15-2020
Michael John HamiltonU.S. Bancorp Investments, Inc.Edward Jones12-09-2019
James Edward Rose JrRaymond James Financial Services, Inc.Edward Jones$15011-12-2019
Lucas J SchmitzCommonwealth Financial NetworkEdward Jones10-15-2019
Aaron K KoykkariBMO Harris Financial Advisors, Inc.Edward Jones09-24-2019
Travis M CaswellCUNA Brokerage Services, Inc.Edward Jones09-24-2019
Francisco A RosalesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-27-2019
Timothy Michael WalleriusTD Ameritrade Investment Management, LLCEdward Jones03-14-2019
Andrew Ogden GileLPL Financial LLCEdward Jones03-08-2019
Kiran Ravindra KhotMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15002-05-2019
Timothy D ObermuellerPackerland Brokerage Services, Inc.Edward Jones01-28-2019
Samuel F ZabkowiczU.S. Bancorp Investments, Inc.Edward Jones01-15-2019
William Frank Bauerband JrLPL Financial LLCEdward Jones12-10-2018
Paul Joseph ScofieldSecurities America, Inc.Edward Jones12-10-2018
Dale Andrew KolarLPL Financial LLCEdward Jones$6011-30-2018
Dale KolarLPL Financial LLCEdward Jones$9011-09-2018
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Showing 1 to 25 of 67 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.