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
Aaron Paul KaiserLPL Financial LLCEdward Jones06-17-2016
Adam ChristnerLPL Financial LLCEdward Jones12-15-2017
Adam Joseph SmitLPL Financial LLCEdward Jones11-26-2010
Adam Neal TetenLPL Financial LLCEdward Jones12-16-2011
Alan Lee DaltonLPL Financial LLCEdward Jones$1001-08-2009
Alexandre MurphyLPL Financial LLCEdward Jones10-14-2019
Allen Roy ErnstLPL Financial LLCEdward Jones04-12-2013
Allyson TrantumLPL Financial LLCEdward Jones$6002-12-2016
Amber Renee ScarboroughLPL Financial LLCEdward Jones$5009-20-2011
Amy Loraine O'KeefeLPL Financial LLCEdward Jones12-02-2011
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$1010-09-2012
Andrew Daniel VoeltnerLPL Financial LLCEdward Jones12-18-2014
Andrew Edwin BeversdorfLPL Financial LLCEdward Jones$2507-27-2012
Andrew Irwin WrightLPL Financial LLCEdward Jones10-08-2012
Andrew J. KennedyLPL Financial LLCEdward Jones03-18-2013
Andrew Ogden GileLPL Financial LLCEdward Jones03-08-2019
Andrew SmithLPL Financial LLCEdward Jones$1007-16-2018
Andy Levoy KnowlesLPL Financial LLCEdward Jones10-15-2014
Angela Michelle DrakeLPL Financial LLCEdward Jones04-25-2016
Anna Danielle RobbinsLPL Financial LLCEdward Jones$1005-13-2013
Anne Durbin ScottLPL Financial LLCEdward Jones$5002-05-2018
April Story RichardsonLPL Financial LLCEdward Jones$2510-05-2012
Arlie Afton Rogers Jr.LPL Financial LLCEdward Jones12-10-2012
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Aurea Estelle De La Cruz WangerienLPL Financial LLCEdward Jones$5001-09-2017
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Showing 1 to 25 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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