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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abelardo Marcos HernandezVALIC Financial Advisors, Inc.Edward Jones08-26-2010
Adam Michael FriedmanVALIC Financial Advisors, Inc.Edward Jones09-09-2015
Albert T RichmondVALIC Financial Advisors, Inc.Edward Jones01-25-2010
Ali MahbodVALIC Financial Advisors, Inc.Edward Jones11-14-2014
Anna Jeanette AshVALIC Financial Advisors, Inc.Edward Jones$50008-23-2016
Baptiste William Brunner IVVALIC Financial Advisors, Inc.Edward Jones06-25-2018
Brandon SiskVALIC Financial Advisors, Inc.Edward Jones12-09-2019
Brent Edward CheathamVALIC Financial Advisors, Inc.Edward Jones$25004-04-2013
Bridgette Danby GavaganVALIC Financial Advisors, Inc.Edward Jones$50002-09-2009
Christian John-Edward BowerVALIC Financial Advisors, Inc.Edward Jones07-29-2019
Christina Joy ApgarVALIC Financial Advisors, Inc.Edward Jones$10007-10-2012
Christopher CherryVALIC Financial Advisors, Inc.Edward Jones08-26-2019
Christopher Paul FasyVALIC Financial Advisors, Inc.Edward Jones05-06-2010
Daniel Gregory SheibleVALIC Financial Advisors, Inc.Edward Jones12-15-2015
Daniel PoynotVALIC Financial Advisors, Inc.Edward Jones04-15-2014
Donavan James WelchVALIC Financial Advisors, Inc.Edward Jones01-03-2012
Dustin Cheyenne JamesVALIC Financial Advisors, Inc.Edward Jones10-15-2018
Eduardo Alejandro AranaVALIC Financial Advisors, Inc.Edward Jones12-03-2019
Eileen Heffernan GreenwellVALIC Financial Advisors, Inc.Edward Jones09-30-2014
Elelumhe K. Garuba-HawthorneVALIC Financial Advisors, Inc.Edward Jones11-04-2013
Eric Nathan SchoonoverVALIC Financial Advisors, Inc.Edward Jones10-30-2018
Evan FedermanVALIC Financial Advisors, Inc.Edward Jones11-11-2014
Evan Michael RattrayVALIC Financial Advisors, Inc.Edward Jones06-01-2017
Fred Norris FunchessVALIC Financial Advisors, Inc.Edward Jones03-08-2011
George Lucas SwatzellVALIC Financial Advisors, Inc.Edward Jones06-22-2010
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Showing 1 to 25 of 67 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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