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
Alexander Noel VarelaU.S. Bancorp Investments, Inc.Edward Jones$50003-22-2011
ANDREW GLENN ADAMSCetera Investment Services LLCEdward Jones05-14-2015
Anthony Todd BrainerdCrews & Associates, Inc.Edward Jones$10001-30-2012
Bethany Annette AtchleyRaymond James Financial Services, Inc.Edward Jones01-30-2012
Billy Wayne AllenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10010-05-2012
Brandon Thomas MuellerU.S. Bancorp Investments, Inc.Edward Jones12-12-2017
Candice M. StanleyLPL Financial LLCEdward Jones03-08-2017
Chad A SmithAllstate Financial Services, LLCEdward Jones09-03-2019
Charles Robert LongStephensEdward Jones$50011-06-2009
Christopher Joseph DavisLPL Financial LLCEdward Jones$25010-22-2015
Clay MckinneyHatcher Capital Investments, Inc.Edward Jones02-01-2019
Daniel Austin LinnettSecurities America, Inc.Edward Jones$50007-30-2010
David William DaltonJ.W. Cole Financial, Inc.Edward Jones06-13-2017
Dax W. WeindorfAXA Advisors, LLCEdward Jones$10006-13-2011
Devin Anthony CarrollLPL Financial LLCEdward Jones$25006-18-2010
Donald W. DietzLPL Financial LLCEdward Jones$50004-01-2013
Dustin Mack StringerLPL Financial LLCEdward Jones$50004-29-2011
Gregory Glen HarrisonAmeriprise Financial Services, Inc.Edward Jones$10008-30-2019
Heather Anne CrakeLPL Financial LLCEdward Jones$25001-02-2014
JAMES MICHAEL BAKERAmeriprise Financial Services, Inc.Edward Jones03-02-2016
Jared Wayne SmithWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones04-17-2015
Jason Edward GreenAmeriprise Financial Services, Inc.Edward Jones$50003-22-2019
Jaycob Colten BakerPensionmark Financial Group, LLCEdward Jones05-03-2018
Jeremiah CascairoAmeriprise Financial Services, Inc.Edward Jones03-10-2017
Jerry Layne Borden Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$25004-23-2012
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Showing 1 to 25 of 73 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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