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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron M PulsfordEdward JonesUSAA Financial Advisors, Inc.$15012-05-2014
Adalberto Santaella IIIEdward JonesStrategic Advisers LLC$5005-20-2011
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Alexander ApellesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00012-06-2019
Alfonso Ariel HolguinEdward JonesWells Fargo Investments, LLC$2505-10-2010
Alfred Fuentes JrEdward JonesInvestment Professionals, Inc.$10010-16-2015
Allen Joel IstreEdward JonesLPL Financial LLC02-12-2016
Andrea Elizabeth KellyEdward JonesUBS Financial Services Inc.$10002-29-2016
Angel Jose SantiagoEdward JonesRaymond James Financial Services, Inc.12-13-2019
Anthony Nathanial HoskinEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-10-2017
Armando IglesiasEdward JonesFidelity Brokerage Services LLC06-10-2019
Arthur Clifford CosperEdward JonesLPL Financial LLC08-17-2018
Barry Dean SartainEdward JonesNYLIFE Securities LLC09-19-2017
Barry Ray MooreEdward JonesMoore Financial Freedom, LLC04-29-2013
Benjamin Daniel YackellEdward JonesCentaurus Financial, Inc.12-09-2019
Benjamin M PhillipsEdward JonesWells Fargo Clearing Services, LLC10-28-2016
Benjamin Nathanial FredricksonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Benjamin Wayne DeistEdward JonesPFS Investments Inc.04-07-2017
Billy Ray MillerEdward JonesWells Fargo Clearing Services, LLC$15003-16-2012
Brad Gene CranfordEdward JonesWells Fargo Clearing Services, LLC06-15-2012
Bradley Allen PyleEdward JonesUSAA Financial Advisors, Inc.06-23-2017
Bradley Eugene LemmonEdward JonesAllstate Financial Services, LLC02-24-2014
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC04-02-2018
Brandon Chad RaineyEdward JonesAllstate Financial Services, LLC04-28-2014
Brandon V AllenEdward JonesJ.P. Morgan Securities LLC03-28-2017
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Showing 1 to 25 of 177 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.