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
Zhiwei JiangEdward JonesRaymond James Financial Services, Inc.04-13-2018
Zachary Ross HebbertEdward JonesRaymond James Financial Services, Inc.12-10-2018
Zachary Robert RigginEdward JonesMWA Financial Services Inc.11-27-2017
Zachary John Thomas DeesEdward JonesPFS Investments Inc.06-15-2015
Zachary J. WildEdward JonesPNC Investments03-08-2016
Zachary Gregg StanopiewiczEdward JonesPNC Investments01-12-2018
Zach A. SchroederEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-11-2016
Yvonne Ingamells CeresaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2012
Yvette A. FernandezEdward JonesJ.P. Morgan Securities LLC09-19-2014
Yen Alana SchickeEdward JonesHilltop Securities Inc.11-12-2015
Yamen Abdulmunam FellahEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2016
Wyn David YelinEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$2509-09-2011
Wouter J. StokmanEdward JonesCapital One Investing, LLC07-21-2017
Wingate Gordon Joyner Jr.Edward JonesRBC Capital Markets, LLC$10008-26-2016
Windy L. PeaveyEdward JonesWells Fargo Clearing Services, LLC08-17-2009
Willie A Smith JrEdward JonesMorgan Stanley10-05-2018
William Ward GorabEdward JonesWells Fargo Clearing Services, LLC$13609-15-2017
William Vaughn AndersonEdward JonesUBS Financial Services Inc.12-02-2009
William Todd DoranEdward JonesSaybrus Equity Services, LLC$5001-12-2018
William Robert SnyderEdward JonesNorthwestern Mutual Investment Services, LLC02-25-2013
William Phillips AndersonEdward JonesP.J. Robb Variable Corporation08-20-2018
William Nathaniel JohnsonEdward JonesJ.P. Morgan Securities LLC01-29-2015
William Michael O'NealEdward JonesJ.P. Morgan Securities LLC09-18-2018
William Mark LenczynskiEdward JonesWells Fargo Clearing Services, LLC01-04-2016
William Louis GonzalezEdward JonesStockCross Financial Services, Inc.08-22-2016
Next Page »

Showing 1 to 25 of 1,667 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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