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
Jacob Saul JansenA.G.P / Alliance Global PartnersEdward Jones05-03-2019
Coby David CulpepperAE Wealth Management, LLCEdward Jones04-09-2019
Nicholas Tyler ScottAlamo CapitalEdward Jones09-06-2018
Chad Michael James LibuttiAllstate Financial Services, LLCEdward Jones10-25-2018
Christopher L. HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Alford Perryman Jr.Allstate Financial Services, LLCEdward Jones07-26-2018
Henry KahenAmeriprise Financial Services, Inc.Edward Jones$50006-10-2019
John L Wilson Sr.Ameriprise Financial Services, Inc.Edward Jones$10006-07-2019
Jonathan Lee WarnerAmeriprise Financial Services, Inc.Edward Jones$25005-31-2019
Kathleen Aycock ReynoldsAmeriprise Financial Services, Inc.Edward Jones05-06-2019
Benjamin A. ReepAmeriprise Financial Services, Inc.Edward Jones$10005-03-2019
Matthew Kyle SimcoxAmeriprise Financial Services, Inc.Edward Jones04-17-2019
James Wallace WarnerAmeriprise Financial Services, Inc.Edward Jones$25004-05-2019
Jason Edward GreenAmeriprise Financial Services, Inc.Edward Jones$50003-22-2019
Jeff Robert ThomsenAmeriprise Financial Services, Inc.Edward Jones$10003-07-2019
Daniel Joseph DoughertyAmeriprise Financial Services, Inc.Edward Jones$10003-01-2019
Larry Don Graham Jr.Ameriprise Financial Services, Inc.Edward Jones$50003-01-2019
James Paul FarrellAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Christopher SteinsholtAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Deborah Ann ChristopherAmeriprise Financial Services, Inc.Edward Jones$10002-21-2019
Paul Matthew SmithAmeriprise Financial Services, Inc.Edward Jones$10002-15-2019
Ryan P. SmithAmeriprise Financial Services, Inc.Edward Jones02-15-2019
Matthew Dill LandryAmeriprise Financial Services, Inc.Edward Jones02-13-2019
Martin M. SohovichAmeriprise Financial Services, Inc.Edward Jones02-12-2019
Alexander SchamsAmeriprise Financial Services, Inc.Edward Jones02-01-2019
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Showing 1 to 25 of 494 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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