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
Benjamin Daniel YackellEdward JonesCentaurus Financial, Inc.12-09-2019
Shawn Stuart RottinkEdward JonesSynovus Securities, Inc.11-25-2019
Michael Lewis MillerEdward JonesU.S. Bancorp Investments, Inc.11-22-2019
Nicole Rae BowenEdward JonesWaddell & Reed11-12-2019
Kathryn Marie HollandEdward JonesInternational Research Securities, Inc.11-11-2019
Brittney Nicole O'BrienEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-08-2019
Scott David LovejoyEdward JonesCountry Capital Management Company11-04-2019
Jesse J. CzajaEdward JonesVoya Financial Advisors, Inc.11-04-2019
Belma MirvicEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-30-2019
Tyler Chance BarnhardtEdward JonesQuest Capital Strategies, Inc.10-28-2019
Francois Roger BigotEdward JonesG.F. Investment Services, LLC$10010-25-2019
John Kalvin KimEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2019
Kristopher Coty BrownEdward JonesJ.P. Morgan Securities LLC10-25-2019
Jodi Michelle DetwilerEdward JonesAXA Advisors, LLC10-21-2019
Elizabeth Louise HaynesEdward JonesUMB Financial Services, Inc.10-21-2019
Paul David KuhnEdward JonesAvantax Investment Services, Inc.10-14-2019
Timothy Dean CarterEdward JonesKCD Financial, Inc.10-14-2019
Amber Doshay RobinsonEdward JonesJ.P. Morgan Securities LLC10-14-2019
Jason Anthony SpataforaEdward JonesAmeriprise Financial Services, Inc.10-11-2019
Rob L. GrahamEdward JonesVALIC Financial Advisors, Inc.10-08-2019
Nicholas Abraham TrentEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-07-2019
John Anthony HarringtonEdward JonesAmundi Pioneer Distributor, Inc.10-07-2019
Jennifer Guild DavisEdward JonesDFA Securities LLC10-07-2019
Melissa Jane HuffEdward JonesPruco Securities, LLC.09-27-2019
Nicole Marie WortsmanEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-23-2019
Next Page »

Showing 1 to 25 of 1,350 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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