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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Benjamin BowlingEdward JonesGlobal Atlantic Distributors, LLC01-04-2010
Aaron Bruce OlsonEdward JonesNorthwestern Mutual Investment Services, LLC12-06-2019
Aaron D. MutherEdward JonesPaychex Securities Corporation09-07-2018
Aaron Dallas SnoufferEdward JonesStrategic Advisers LLC01-01-2010
Aaron Dwight LarsonEdward JonesThrivent Investment Management Inc.$5006-02-2017
Aaron Edwards BrandtEdward JonesWells Fargo Clearing Services, LLC10-22-2012
Aaron K. KoykkariEdward JonesCetera Investment Services LLC12-19-2016
Aaron Lee RobinsonEdward JonesThrivent Investment Management Inc.07-19-2019
Aaron M. PulsfordEdward JonesUSAA Financial Advisors, Inc.12-05-2014
Aaron Matthew EasterEdward JonesJ.P. Morgan Securities LLC$1005-01-2014
Aaron Paul BagullyEdward JonesJackson National Life Distributors LLC08-27-2012
Aaron ThompsonEdward JonesEdward Jones10-01-2018
Aaron W. QuinnEdward JonesCetera Investment Services LLC10-28-2016
Abby Michelle WinnEdward JonesEdward Jones02-27-2019
Abram Joseph SoperEdward JonesValMark Securities, Inc.05-03-2017
Adalberto Santaella IIIEdward JonesStrategic Advisers LLC05-20-2011
Adam D. GabrielEdward JonesPFM Fund Distributors, Inc.06-17-2015
Adam Eric AckermanEdward JonesBNA Wealth07-06-2015
Adam Fields RichEdward JonesFirst Citizens Investor Services, Inc.12-01-2009
Adam G. BurtonEdward JonesQuest Capital Strategies, Inc.05-23-2016
Adam HopperEdward JonesPNC Investments05-09-2016
Adam J. GibbsEdward JonesWalnut Street Securities, Inc.04-02-2013
Adam Jacob GroenEdward JonesJ.P. Morgan Securities LLC11-25-2019
Adam James CarleyEdward JonesEdward Jones02-13-2017
Adam James RiggleEdward JonesRaymond James Financial Services, Inc.08-16-2012
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Showing 1 to 25 of 3,133 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.