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 Benjamin BowlingEdward JonesGlobal Atlantic Distributors, LLC01-04-2010
Aaron Dallas SnoufferEdward JonesFidelity Brokerage Services LLC01-01-2010
Aaron Dwight LarsonEdward JonesThrivent Investment Management Inc.$5006-02-2017
Aaron Edwards BrandtEdward JonesWells Fargo Clearing Services, LLC10-22-2012
Aaron James MayfieldEdward JonesFintegra, LLC03-29-2016
Aaron Kristopher KoykkariEdward JonesCetera Investment Services LLC12-19-2016
Aaron Matthew EasterEdward JonesJ.P. Morgan Securities LLC$5005-01-2014
Aaron Michael PulsfordEdward JonesUSAA Financial Advisors, Inc.$15012-05-2014
Aaron Paul BagullyEdward JonesJackson National Life Distributors LLC$108-27-2012
Aaron Wayne QuinnEdward JonesCetera Investment Services LLC10-28-2016
Abram Joseph SoperEdward JonesValMark Securities, Inc.05-03-2017
Adalberto Santaella IIIEdward JonesFidelity Brokerage Services LLC$5005-20-2011
Adam D. GabrielEdward JonesPFM Fund Distributors, Inc.$15006-17-2015
Adam Eric AckermanEdward JonesConsolidated Securities07-06-2015
Adam Fields RichEdward JonesFirst Citizens Investor Services, Inc.12-01-2009
Adam G. BurtonEdward JonesQuest Capital Strategies, Inc.05-23-2016
Adam J GibbsEdward JonesWalnut Street Securities, Inc.04-02-2013
Adam James RiggleEdward JonesRaymond James Financial Services, Inc.$108-16-2012
Adam Jeffrey CasperEdward JonesCommonwealth Financial Network02-23-2015
Adam Luis RichwineEdward JonesMetLife Investors Distribution Company11-26-2012
Adam Matthew LublinEdward JonesTFO-TDC, LLC$5006-07-2011
Adam Michael FrankEdward JonesPruco Securities, LLC.11-08-2010
Adam Michael LeachEdward JonesWells Fargo Advisors Financial Network, LLC$108-15-2016
Adam Michael ThielEdward JonesMorgan Stanley$106-29-2015
Adam R HarrisEdward JonesLPL Financial LLC08-14-2017
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Showing 1 to 25 of 2,510 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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