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
Jason Gordon BedfordAmeriprise Financial Services, Inc.INVEST Financial Corporation$5010-02-2017
Troy Jonathan LindbergEdward JonesINVEST Financial Corporation$1001-06-2017
Bryan Edward BrendenEdward JonesINVEST Financial Corporation08-08-2014
Kenneth Jerome SchneiderLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Alison L PerezLPL Financial LLCINVEST Financial Corporation$1002-14-2018
Jason James JaegerLPL Financial LLCINVEST Financial Corporation02-14-2018
Tye William KorblLPL Financial LLCINVEST Financial Corporation02-14-2018
Mary Kathryn BrendenLPL Financial LLCINVEST Financial Corporation02-14-2018
Marie Elizabeth PetryLPL Financial LLCINVEST Financial Corporation02-14-2018
Darren Keith HeislerRaymond James Financial Services, Inc.INVEST Financial Corporation$1002-08-2010
Kraig Thomas RowekampRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Michael Eric MonsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009

Showing 1 to 12 of 12 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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