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
Gregory Wayne AllenEdward JonesMorgan Stanley03-15-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Daniel James KochsmeierEdward JonesMorgan Stanley10-08-2018
Willie A Smith JrEdward JonesMorgan Stanley10-05-2018
David Vincent NolanEdward JonesMorgan Stanley04-27-2018
Daniel Alvin AbbottEdward JonesMorgan Stanley$5011-24-2017
Thomas Richard McNell IIIEdward JonesMorgan Stanley06-02-2017
David Mark PalmbachEdward JonesMorgan Stanley$2503-24-2017
Scott C. BlandoEdward JonesMorgan Stanley02-03-2017
Jason Loring SeayEdward JonesMorgan Stanley01-20-2017
Matthew Dennis BaumannEdward JonesMorgan Stanley12-02-2016
Brenda WhitwellEdward JonesMorgan Stanley10-28-2016
Carrie Gail CoatsEdward JonesMorgan Stanley09-26-2016
Adam Tyler KwiecinskiEdward JonesMorgan Stanley09-23-2016
Jason Andrew VogelEdward JonesMorgan Stanley07-22-2016
Rodney William BowermanEdward JonesMorgan Stanley$1003-22-2016
Carol Ann SumoskiEdward JonesMorgan Stanley01-19-2016
Blaine Allen PetersonEdward JonesMorgan Stanley$4301-15-2016
Erica Burgland GuntherEdward JonesMorgan Stanley$1011-30-2015
Michelle M. FruitEdward JonesMorgan Stanley11-23-2015
John Joseph CoonanEdward JonesMorgan Stanley07-24-2015
Adam Michael ThielEdward JonesMorgan Stanley06-29-2015
Frederick Scott WithamEdward JonesMorgan Stanley04-24-2015
Dennis James TaylorEdward JonesMorgan Stanley$2504-20-2015
Gary James ThomasEdward JonesMorgan Stanley$2502-13-2015
Next Page »

Showing 1 to 25 of 69 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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