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
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Kari A FernRaymond James Financial Services, Inc.Edward Jones04-17-2019
Casey W ShawLPL Financial LLCEdward Jones12-18-2018
Daniel Arthur LincolnJ.P. Morgan Securities LLCEdward Jones11-08-2018
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Christopher Brian LightfootCollaborative Financial Partners LLCEdward Jones10-18-2018
Grey Edward HustonThe Huntington Investment CompanyEdward Jones08-28-2018
Corey James LehanMariner Wealth AdvisorsEdward Jones08-22-2018
Michelle D ParsonsRaymond James Financial Services, Inc.Edward Jones$1004-17-2019
Jeffrey Curtis LewisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-03-2019
Andria Nichole HaworthThrivent Investment Management Inc.Edward Jones$2510-23-2018
Joseph Leo MitchellRaymond James Financial Services, Inc.Edward Jones$5010-15-2018
Curtis Alan PaulB. Riley Wealth ManagementEdward Jones$10010-08-2018
Mandwel D PattersonLPL Financial LLCEdward Jones$15003-15-2019
Curtis A PaulB. Riley Wealth ManagementEdward Jones$25010-08-2018

Showing 1 to 15 of 15 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.