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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Benjamin A ReepAmeriprise Financial Services, LLCEdward Jones05-03-2019
Jason Abel JonesCetera Advisors LLCEdward Jones02-22-2019
Matthew David BoyleCharles Schwab & Co., Inc.Edward Jones01-22-2019
Joel Nicholas FonsecaCharles Schwab & Co., Inc.Edward Jones12-04-2018
John Burton HodgdonEquitable Advisors, LLCEdward Jones09-27-2018
Aaron M MeadowFidelity Brokerage Services LLCEdward Jones05-06-2019
Cristian H IzquierdoFidelity Brokerage Services LLCEdward Jones12-05-2018
Matthew Noel MillerJ.P. Morgan Securities LLCEdward Jones01-30-2019
Wade Bensieck BramlittLPL Financial LLCEdward Jones06-17-2019
Mounir I GhalyLPL Financial LLCEdward Jones02-22-2019
Chad Anthony SafierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2018
Arthur Richard LewisPruco Securities, LLC.Edward Jones10-09-2018
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones03-29-2019
Rachel Emily MangumThrivent Investment Management Inc.Edward Jones04-29-2019
Jo Ellen MooreThrivent Investment Management Inc.Edward Jones06-19-2018
Andrew Christopher StroudWells Fargo Clearing Services, LLCEdward Jones06-04-2019

Showing 1 to 16 of 16 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.