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
Matthew R. StephensAvantax Investment Services, Inc.Edward Jones07-22-2019
Angela Marie TaccoHarbor Financial Services, LLCEdward Jones07-19-2019
Scott Peter JohnsonIndependent Financial Group, LLCEdward Jones$25007-15-2019
David John BoldgerJ.P. Morgan Securities LLCEdward Jones07-01-2019
Erich A. KelleyCambridge Investment Research, Inc.Edward Jones07-01-2019
Michael Shane GoffProspera Financial Services, Inc.Edward Jones$10006-28-2019
Bryan Worth ThomasJ.P. Morgan Securities LLCEdward Jones06-25-2019
Kennie Raye RussellJ.P. Morgan Securities LLCEdward Jones06-19-2019
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Lisa Anne MartinWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-06-2019
Amanda Lynn DaughertyFSC Securities CorporationEdward Jones05-23-2019
Felicia Ann BrightbillRaymond James Financial Services, Inc.Edward Jones05-17-2019
Zachary John PerretJ.P. Morgan Securities LLCEdward Jones05-08-2019
Brandon A. FoxFirst Command Financial Planning, Inc.Edward Jones04-22-2019
Matthew Kyle SimcoxAmeriprise Financial Services, Inc.Edward Jones04-17-2019
Coby David CulpepperAE Wealth Management, LLCEdward Jones04-09-2019
Matthew Baxter HowieFrost Brokerage Services, Inc.Edward Jones04-08-2019
Andrew Byron WallaceMML Investors Services, LLCEdward Jones04-01-2019
Jacob Hunter FordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-22-2019
Michael Elwyn GoettschBrokers International Financial Services, LLC.Edward Jones03-12-2019
Brian Gregory SheideUSAA Financial Advisors, Inc.Edward Jones02-20-2019
Danna SchmidtWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones02-19-2019
Matthew Dill LandryAmeriprise Financial Services, Inc.Edward Jones02-13-2019
Jason Lee HarrisRaymond James Financial Services, Inc.Edward Jones02-01-2019
Marla Smith HanksLPL Financial LLCEdward Jones01-31-2019
Next Page »

Showing 1 to 25 of 52 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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