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
Jovan O. PizarroMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2019
Stephanie Megan StackhouseRaymond James Financial Services, Inc.Edward Jones$14010-25-2019
Joshua Joseph StackhouseRaymond James Financial Services, Inc.Edward Jones10-25-2019
Curt Wayne RencherHorace Mann Investors, Inc.Edward Jones09-20-2019
John L Wilson Sr.Ameriprise Financial Services, Inc.Edward Jones$10006-07-2019
John David BorzoneLPL Financial LLCEdward Jones$15005-15-2019
Joseph Douglas BauerPrincipal Securities, Inc.Edward Jones04-30-2019
James Wallace WarnerAmeriprise Financial Services, Inc.Edward Jones$25004-05-2019
Tyler Joseph KustJ.P. Morgan Securities LLCEdward Jones04-01-2019
Jordan Michael McCaffreyMML Investors Services, LLCEdward Jones$15002-20-2019
Martin John Ercoline IIIFirst Financial Equity CorporationEdward Jones02-15-2019
Christina Rose VigneryLPL Financial LLCEdward Jones01-18-2019
Kelsey Nicole FarrellAXA Advisors, LLCEdward Jones11-02-2018
Brandon James BettisPrincipal Securities, Inc.Edward Jones10-30-2018
Tyler Campbell ClarkMorgan StanleyEdward Jones10-08-2018
Jennifer L. HarrisMorgan StanleyEdward Jones10-05-2018
John Oliver WrightAmeriprise Financial Services, Inc.Edward Jones08-29-2018
Jordan Lee RinasPark Avenue Securities LLCEdward Jones06-03-2018
Aaron Matthew SchramW&S Brokerage Services, Inc.Edward Jones05-15-2018
Christopher R EmeryUSAA Financial Advisors, Inc.Edward Jones04-30-2018
Corey Andrew HollandWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$10003-29-2018
Joseph Perry DawsonRaymond James Financial Services, Inc.Edward Jones03-19-2018
Britani Lyn PotterMWA Financial Services Inc.Edward Jones03-08-2018
Sara Elise AlexanderWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones01-22-2018
Brian WiscombeLincoln InvestmentEdward Jones$10001-08-2018
Next Page »

Showing 1 to 25 of 230 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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