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
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Adam Jacob GroenEdward JonesJ.P. Morgan Securities LLC11-25-2019
Alan James Killian JacobsonEdward JonesJ.P. Morgan Securities LLC07-02-2019
Alec Joseph MurrayEdward JonesJ.P. Morgan Securities LLC08-04-2016
Alexander Stephen CamachoEdward JonesJ.P. Morgan Securities LLC12-20-2017
Alexander Wren ReubenEdward JonesJ.P. Morgan Securities LLC09-25-2017
Amber Doshay RobinsonEdward JonesJ.P. Morgan Securities LLC10-14-2019
Angel E. Morales-AtallahEdward JonesJ.P. Morgan Securities LLC03-28-2017
Anthony Rudy WilliamsEdward JonesJ.P. Morgan Securities LLC04-22-2014
Benjamin James HughesArvest Wealth ManagementJ.P. Morgan Securities LLC08-09-2013
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC$5004-02-2018
Brandon Scott FalbeBKD Wealth Advisors, LLCJ.P. Morgan Securities LLC11-07-2012
Brandon V. AllenEdward JonesJ.P. Morgan Securities LLC03-28-2017
Brian Robert BellRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Caleb Andrew StearEdward JonesJ.P. Morgan Securities LLC08-08-2014
Charity Sirkle ReedEdward JonesJ.P. Morgan Securities LLC08-15-2014
Cristopher J. ValladaresEdward JonesJ.P. Morgan Securities LLC04-16-2019
Curtis William MullinsEdward JonesJ.P. Morgan Securities LLC08-12-2013
David A. HollandEdward JonesJ.P. Morgan Securities LLC09-11-2018
Donald Hall AvenEdward JonesJ.P. Morgan Securities LLC03-22-2012
Douglas C. BrennanEdward JonesJ.P. Morgan Securities LLC08-04-2017
Enrico Malpas SantosEdward JonesJ.P. Morgan Securities LLC07-08-2015
Evelyn Sunilda FloresEdward JonesJ.P. Morgan Securities LLC04-25-2014
Fang WangEdward JonesJ.P. Morgan Securities LLC11-21-2017
Gary Alan HenleyEdward JonesJ.P. Morgan Securities LLC02-25-2019
Next Page »

Showing 1 to 25 of 69 entries

Page 1 | 2 | 3

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.