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
John L Wilson Sr.Ameriprise Financial Services, Inc.Edward Jones06-07-2019
Martin John Ercoline IIIFirst Financial Equity CorporationEdward Jones02-15-2019
Christina Rose VigneryLPL Financial LLCEdward Jones01-18-2019
Brandon James BettisPrincipal Securities, Inc.Edward Jones10-30-2018
Tyler Campbell ClarkMorgan StanleyEdward Jones10-08-2018
Jennifer Lee HarrisMorgan StanleyEdward Jones10-05-2018
John Oliver WrightAmeriprise Financial Services, Inc.Edward Jones08-29-2018
Raphael MackWells Fargo Clearing Services, LLCEdward Jones12-08-2017
Jared S. FarnsworthSkymark Advisors LLCEdward Jones11-29-2017
Adam Michael YekinAmeriprise Financial Services, Inc.Edward Jones11-10-2017
Timothy R. DivitoRaymond James Financial Services, Inc.Edward Jones$1010-16-2017
Gregory Alan SheehanLPL Financial LLCEdward Jones10-11-2017
Jeffrey McKeeWells Fargo Clearing Services, LLCEdward Jones08-16-2017
David Edward AyalaMML Investors Services, LLCEdward Jones$1004-25-2017
Lionel Vincent EvansCetera Advisors LLCEdward Jones$2501-31-2017
Joshua James MathewsWells Fargo Clearing Services, LLCEdward Jones12-07-2016
Caitlyn Renee SalloumRaymond James Financial Services, Inc.Edward Jones$1011-09-2016
Ryan S. PerkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-12-2016
Shawn Marie DesmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-20-2016
Alicia Cassar RiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Shehara Lynn WootenYour Story Financial, LLCEdward Jones07-14-2016
Aishwarya Rajeev AdyanthayaMorgan StanleyEdward Jones06-10-2016
James Paul StoesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-16-2016
Todd A. ShoemakerWells Fargo Clearing Services, LLCEdward Jones04-14-2016
Kurt H. KlingenbergRaymond James & Associates, Inc.Edward Jones$10003-24-2016
Next Page »

Showing 1 to 25 of 80 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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