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
Christopher J LangPackerland Brokerage Services, Inc.Edward Jones02-09-2009
Steven John IndermuehleMorgan StanleyEdward Jones$2511-05-2010
Adam Joseph SmitLPL Financial LLCEdward Jones11-26-2010
Brian Anthony PaulsonLPL Financial LLCEdward Jones06-20-2011
Margaret Leora KingCUNA Brokerage Services, Inc.Edward Jones10-02-2012
William T StoebigLPL Financial LLCEdward Jones12-18-2012
Lisa Ann SpadoniAmeriprise Financial Services, Inc.Edward Jones01-23-2013
Andrew J. KennedyLPL Financial LLCEdward Jones03-18-2013
Anthony Steven HerbensonRobert W. Baird & Co. IncorporatedEdward Jones10-04-2013
Rebecca C. HammerSecurities Service Network, LLCEdward Jones09-03-2014
Andrew Daniel VoeltnerLPL Financial LLCEdward Jones12-18-2014
David Bennett CutlerCUNA Brokerage Services, Inc.Edward Jones04-22-2015
Traci Lee PetersonLPL Financial LLCEdward Jones$2505-22-2015
Tyler M. KozelkaLPL Financial LLCEdward Jones05-22-2015
Patrick LoritzBMO Harris Financial Advisors, Inc.Edward Jones06-19-2015
Andrew J. SchlaferRobert W. Baird & Co. IncorporatedEdward Jones$5012-09-2015
Christine Dawn LadeAmeriprise Financial Services, Inc.Edward Jones07-29-2016
Charles KuhtzLPL Financial LLCEdward Jones$7008-12-2016
Charles Harvey Kuhtz IIIFreedom Wealth AllianceEdward Jones08-12-2016
John Benjamin WileyLPL Financial LLCEdward Jones09-27-2016
John WileyLPL Financial LLCEdward Jones$7009-28-2016
Michael James ShindelarWells Fargo Clearing Services, LLCEdward Jones11-28-2016
Nicholas Scott MooreCRI Securities, LLCEdward Jones01-16-2017
David James FreyRaymond James Financial Services, Inc.Edward Jones04-28-2017
James Ryan MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-09-2017
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Showing 1 to 25 of 45 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.


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