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
Andrew C WaltersEdward JonesAmeriprise Financial Services, Inc.01-28-2019
Lillian Benolia HendersonEdward JonesCetera Investment Services LLC12-08-2014
Mitchell Bryant OwensEdward JonesCetera Investment Services LLC$10007-17-2009
Jeremy R. GossEdward JonesFirst Advisors National, LLC$10004-13-2015
Ryan Christopher JonesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-05-2018
Michael Shane RobinsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-12-2015
Jason Hammond PeppermanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-20-2015
Edward Gene RobinsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2013
Vester Mandiver Martin IIIEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$25008-21-2009
Christopher Paul WebbEdward JonesProEquities, Inc.$10007-22-2016
Randa Sue PierceEdward JonesSterne, Agee & Leach, Inc.$25011-23-2011
STEVEN THOMAS FERRETTIEdward JonesSunTrust Advisory Services, Inc.$10008-25-2017
Christopher Madison RoperEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25004-18-2011

Showing 1 to 13 of 13 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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