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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Charles FeldmanEdward JonesLesko Securities, Inc.09-12-2019
Jason Todd GlowskiEdward JonesLPL Financial LLC08-20-2018
Anthony Joseph AllecaEdward JonesKey Investment Services LLC$1009-15-2017
Tyler M. WashingtonEdward JonesNewbridge Securities Corporation12-02-2016
Michael John BoothEdward JonesCadaret, Grant & Co., Inc.06-10-2016
Steven Timothy KopfEdward JonesWells Fargo Advisors Financial Network, LLC04-04-2016
Adam Jeffrey CasperEdward JonesCommonwealth Financial Network02-23-2015
Michael Paul O'DonovanEdward JonesNomura Securities International, Inc.11-17-2014
Matthew James CartyEdward JonesCantor Fitzgerald & Co.08-04-2014
Meghan Marie MurrayEdward JonesLPL Financial LLC04-14-2014
Joel William MuthEdward JonesMorgan Stanley05-11-2012
Courtney Alison LafflerEdward JonesAmeritas Investment Corp.$5001-24-2011
Jess William EspositoEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2010
Brian Ralph OstranderEdward JonesCetera Investment Services LLC11-13-2009
Glenn CohenEdward JonesWells Fargo Clearing Services, LLC07-31-2009
William John Hammond IIIEdward JonesCitigroup Global Markets Inc.02-13-2009

Showing 1 to 16 of 16 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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