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
Adam R HarrisEdward JonesLPL Financial LLC08-14-2017
Allen Joel IstreEdward JonesLPL Financial LLC02-12-2016
Allison J. ZechEdward JonesLPL Financial LLC11-24-2017
Allyson TrantumEdward JonesLPL Financial LLC$6002-12-2016
Amy S. NelsonEdward JonesLPL Financial LLC09-01-2016
Anderson Macdonell WrenEdward JonesLPL Financial LLC07-22-2013
Arthur Clifford CosperEdward JonesLPL Financial LLC08-17-2018
Barton Kevin FarrellEdward JonesLPL Financial LLC05-24-2019
Benjamin Alvis Gentry IIEdward JonesLPL Financial LLC$12005-01-2017
Benjamin C. HeadleeEdward JonesLPL Financial LLC$25006-10-2011
Brandan Jay BagwellEdward JonesLPL Financial LLC$50005-14-2012
Brian Keith BordenkircherEdward JonesLPL Financial LLC01-21-2014
Calvin NeemanEdward JonesLPL Financial LLC$24004-18-2016
Chad Alan BurkhalterEdward JonesLPL Financial LLC$25001-06-2012
Chad L. BaldwinEdward JonesLPL Financial LLC07-18-2014
Charles KuhtzEdward JonesLPL Financial LLC$7008-12-2016
Christopher LossingEdward JonesLPL Financial LLC$5507-07-2016
Christopher M. MeyerEdward JonesLPL Financial LLC01-08-2018
Christopher Michael RischeEdward JonesLPL Financial LLC$10006-28-2017
Cliff CosperEdward JonesLPL Financial LLC$6105-05-2017
Cody David RielandEdward JonesLPL Financial LLC08-03-2018
Curtis GreenEdward JonesLPL Financial LLC$16010-31-2016
Dale KolarEdward JonesLPL Financial LLC$9011-09-2018
Daryk Lance BraytonEdward JonesLPL Financial LLC$10004-10-2015
David C. JohnsEdward JonesLPL Financial LLC$50009-20-2010
Next Page »

Showing 1 to 25 of 119 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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