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
Philip John MatheyLPL Financial LLCEdward Jones04-27-2011
Chad William ElterLPL Financial LLCEdward Jones$1005-12-2011
Jeffrey Michael RenaudLPL Financial LLCEdward Jones05-18-2011
Marshall Ryan DarbyLPL Financial LLCEdward Jones$2505-20-2011
Rodney Melvin LaurenzLPL Financial LLCEdward Jones$1005-23-2011
Gary Ray JohnsLPL Financial LLCEdward Jones$2506-07-2011
Brian Anthony PaulsonLPL Financial LLCEdward Jones06-20-2011
Lisle Max RamseyLPL Financial LLCEdward Jones06-24-2011
William Scott MosesLPL Financial LLCEdward Jones$1007-01-2011
Bruce E. LeimbachLPL Financial LLCEdward Jones07-05-2011
Leo Thomas Landry IIILPL Financial LLCEdward Jones$2507-18-2011
James Francis MarescaLPL Financial LLCEdward Jones07-27-2011
John Erceill MeinertLPL Financial LLCEdward Jones$2508-22-2011
Eric Everett TerrillLPL Financial LLCEdward Jones08-23-2011
Jaime Elizabeth BarrettaLPL Financial LLCEdward Jones$2509-02-2011
Amber Renee ScarboroughLPL Financial LLCEdward Jones$5009-20-2011
Matthew James RyanLPL Financial LLCEdward Jones09-22-2011
Daniel Patrick TwomeyLPL Financial LLCEdward Jones$1009-23-2011
Trent Emmett SaviersLPL Financial LLCEdward Jones$5009-30-2011
Kenneth Edward ClarkLPL Financial LLCEdward Jones09-30-2011
Joshua William StrattonLPL Financial LLCEdward Jones$1010-03-2011
David Everett LamLPL Financial LLCEdward Jones10-24-2011
Gary Todd MintonLPL Financial LLCEdward Jones10-24-2011
Melissa Andrea BaldwinLPL Financial LLCEdward Jones10-27-2011
Robert Brian NixLPL Financial LLCEdward Jones10-31-2011
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Showing 126 to 150 of 518 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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