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
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
Lindsey C. ReddingEdward Jones1st Global Capital Corp.08-24-2009
David Paul MastersEdward JonesAccelerated Capital Group09-17-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
John Orville Lawrence IIEdward JonesADP Broker-Dealer, Inc.$103-17-2017
Janet Lynn MooneyEdward JonesADP Broker-Dealer, Inc.04-27-2015
Jared Clayton MccoyEdward JonesADP Broker-Dealer, Inc.$2301-12-2015
Jason Dante OrsiniEdward JonesADP Broker-Dealer, Inc.$1007-05-2011
Mark Stanley HornungEdward JonesADP Broker-Dealer, Inc.01-16-2009
James Joseph DuncanEdward JonesAdvanced Equities, Inc.06-10-2011
Ryan Edward MarquardEdward JonesAdvisors Asset Management, Inc.08-01-2016
Jason James DehneEdward JonesAegis Investments, Inc.05-22-2017
Delon Delon BradleyEdward JonesAIG Capital Services, Inc.12-05-2017
Gregory LewandowskiEdward JonesAIG Capital Services, Inc.10-16-2017
Lucas Matthew LaddEdward JonesAIG Capital Services, Inc.05-01-2017
Scott Edward DanielsEdward JonesAIG Capital Services, Inc.03-31-2017
Devin T BartonEdward JonesAIG Capital Services, Inc.01-20-2017
Nathan Miles AndersonEdward JonesAIG Capital Services, Inc.$10011-07-2016
Sean Alan SunderlageEdward JonesAIG Capital Services, Inc.12-01-2014
Patrick M. FoleyEdward JonesAIG Capital Services, Inc.$15010-19-2012
Jayson Matthew BestEdward JonesAllen, Mooney & Barnes Brokerage Services, LLC03-29-2019
Julie Gerstmayr KellyEdward JonesAllianceBernstein Investments, Inc.$15006-07-2010
Scott Jordan KohenEdward JonesAllianceBernstein Investments, Inc.06-01-2009
Brandon Sheppard WaltersEdward JonesAllianz Life Financial Services, LLC$15004-28-2014
Monique Nichole JulianEdward JonesAllianz Life Financial Services, LLC08-17-2009
Next Page »

Showing 1 to 25 of 2,506 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.


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