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
Wade Bensieck BramlittLPL Financial LLCEdward Jones06-17-2019
Andrew C. StroudWells Fargo Clearing Services, LLCEdward Jones06-04-2019
Aaron M MeadowFidelity Brokerage Services LLCEdward Jones05-06-2019
Benjamin A. ReepAmeriprise Financial Services, LLCEdward Jones05-03-2019
Rachel Emily MangumThrivent Investment Management Inc.Edward Jones04-29-2019
David Christian LeavittJanney Montgomery Scott LLCEdward Jones04-24-2019
John Allan DuncanSmartLife Financial Group LLCEdward Jones04-10-2019
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones03-29-2019
Mounir I. GhalyLPL Financial LLCEdward Jones02-22-2019
Jason Abel JonesCetera Advisors LLCEdward Jones02-22-2019
Matthew Noel MillerJ.P. Morgan Securities LLCEdward Jones01-30-2019
Matthew David BoyleCharles Schwab & Co., Inc.Edward Jones01-22-2019
Craig KlukaPruco Securities, LLC.Edward Jones01-16-2019
Chad A. SafierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-18-2018
Cristian H IzquierdoFidelity Brokerage Services LLCEdward Jones12-05-2018
Joel Nicholas FonsecaCharles Schwab & Co., Inc.Edward Jones12-04-2018
Nikko J RichardsonMorgan StanleyEdward Jones11-20-2018
Nicholas J HughesRaymond James Financial Services, Inc.Edward Jones11-14-2018
Hamid Reza AbdollahiShariaPortfolio, Inc.Edward Jones10-16-2018
Arthur Richard LewisPruco Securities, LLC.Edward Jones10-09-2018
John Hodgdon IIAXA Advisors, LLCEdward Jones09-27-2018
Patrick Wayne NorrisThrivent Investment Management Inc.Edward Jones09-25-2018
Jo Ellen MooreThrivent Investment Management Inc.Edward Jones06-19-2018
Trevor Yulee CameronPNC InvestmentsEdward Jones$15012-06-2018

Showing 1 to 24 of 24 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.