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
Robert Benton AdayNorthwestern Mutual Investment Services, LLCEdward Jones10-23-2019
Blair James PerryAmeriprise Financial Services, Inc.Edward Jones10-23-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Ahmad HussainJ.P. Morgan Securities LLCEdward Jones10-22-2019
Kayla Michelle StarkAmeriprise Financial Services, Inc.Edward Jones10-22-2019
Lance Dawayne StanislausW&S Brokerage Services, Inc.Edward Jones10-22-2019
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Henry Bernon NetherlandFaithful Financial LLCEdward Jones10-22-2019
Tony Jay ThomasIndependent Financial Group, LLCEdward Jones$12410-21-2019
Austin B. CunninghamLPL Financial LLCEdward Jones10-21-2019
Manuel Orozco-MurraLPL Financial LLCEdward Jones10-21-2019
Ryan Paul JenkinsMML Investors Services, LLCEdward Jones10-21-2019
Taylor WilsonGreenstone Wealth ManagementEdward Jones10-21-2019
Andre Louis FreitasWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones10-17-2019
Ryan NowotnyFisher InvestmentsEdward Jones10-17-2019
Sean M MiltonUSAA Financial Advisors, Inc.Edward Jones10-17-2019
Timothy L. Drawdy IIGWFS Equities, Inc.Edward Jones10-16-2019
Levi Hunter AndersonTD Ameritrade Investment Management, LLCEdward Jones10-16-2019
Geoffrey Cyril BentAXA Advisors, LLCEdward Jones10-15-2019
Lucas J SchmitzCommonwealth Financial NetworkEdward Jones10-15-2019
James Andrew VaughnCetera Investment Services LLCEdward Jones10-15-2019
Zachary Curtis ArringtonRoyal Alliance Associates, Inc.Edward Jones10-15-2019
Michael Roger EyermannFisher InvestmentsEdward Jones10-15-2019
Freddie Thomas Everett JrHardiman Investment Management, Inc.Edward Jones10-15-2019
Alexandre MurphyLPL Financial LLCEdward Jones10-14-2019
Next Page »

Showing 1 to 25 of 169 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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