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
Donnie Dixon StilesWells Fargo Clearing Services, LLCEdward Jones03-20-2019
Timothy A PettyWells Fargo Clearing Services, LLCEdward Jones10-18-2018
David Michael Kolter Jr.Wells Fargo Clearing Services, LLCEdward Jones$109-14-2018
Jeffrey Clark PetersonWells Fargo Clearing Services, LLCEdward Jones$5009-14-2018
Ryan Edward GravesWells Fargo Clearing Services, LLCEdward Jones07-16-2018
Tad Allen StolleyWells Fargo Clearing Services, LLCEdward Jones$106-26-2018
Blake Gregory BarnesWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Crystal Batchelor HardeeWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Jeremy Orson HillWells Fargo Clearing Services, LLCEdward Jones$5006-08-2018
Maurice SimpkinsWells Fargo Clearing Services, LLCEdward Jones05-15-2018
Denzel Ja'Vaughn ColemanWells Fargo Clearing Services, LLCEdward Jones05-03-2018
John Andrew McadooWells Fargo Clearing Services, LLCEdward Jones04-10-2018
Corey Andrew HollandWells Fargo Clearing Services, LLCEdward Jones03-29-2018
Eyan Michael TownsendWells Fargo Clearing Services, LLCEdward Jones$5003-29-2018
Kristen Wilson RisherWells Fargo Clearing Services, LLCEdward Jones$5003-21-2018
Cody Tyler DanielsWells Fargo Clearing Services, LLCEdward Jones$5003-12-2018
Thomas David KimmettWells Fargo Clearing Services, LLCEdward Jones$5002-23-2018
Roy Dell BaileyWells Fargo Clearing Services, LLCEdward Jones02-05-2018
Henry Hopkins NewtonWells Fargo Clearing Services, LLCEdward Jones$101-12-2018
Reed Lawrence HawkinsWells Fargo Clearing Services, LLCEdward Jones$15001-12-2018
Raphael Lashar MackWells Fargo Clearing Services, LLCEdward Jones12-08-2017
Kimberly Cullen BlackWells Fargo Clearing Services, LLCEdward Jones12-07-2017
Jonathan Stewart AllardWells Fargo Clearing Services, LLCEdward Jones11-02-2017
Patricia Wright JamesWells Fargo Clearing Services, LLCEdward Jones$110-31-2017
Ryan Anthony MaglioWells Fargo Clearing Services, LLCEdward Jones10-10-2017
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Showing 1 to 25 of 462 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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