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
John Oliver WrightAmeriprise Financial Services, Inc.Edward Jones08-29-2018
Adam Michael YekinAmeriprise Financial Services, Inc.Edward Jones11-10-2017
Marcus Robert ProvencioBancWest Investment Services, Inc.Edward Jones02-26-2015
Shanna Joelle TingomCambridge Investment Research, Inc.Edward Jones04-17-2015
Lionel Vincent EvansCetera Advisors LLCEdward Jones$2501-31-2017
Andrew R. SampsonCetera Advisors LLCEdward Jones11-13-2015
Scott Allen HitchlerCetera Advisors LLCEdward Jones$1003-19-2015
Gabriel A. RamosCetera Advisors LLCEdward Jones$1003-26-2013
Eric Christian MartinezCUNA Brokerage Services, Inc.Edward Jones05-08-2015
Martin John Ercoline IIIFirst Financial Equity CorporationEdward Jones02-15-2019
Christina Rose VigneryLPL Financial LLCEdward Jones01-18-2019
Gregory Alan SheehanLPL Financial LLCEdward Jones10-11-2017
Robert John DussiLPL Financial LLCEdward Jones$2510-16-2014
Wendy Louise MarshallLPL Financial LLCEdward Jones$10009-10-2014
Mark Anthony NaprstekLPL Financial LLCEdward Jones05-11-2012
Ryan Russell PrebleLPL Financial LLCEdward Jones04-23-2012
Tammy Tenney PaquetteLPL Financial LLCEdward Jones04-19-2012
Brockton J. SomsenLPL Financial LLCEdward Jones01-09-2012
John Madison Winter Jr.LPL Financial LLCEdward Jones$5008-06-2010
Terry Don GaleLPL Financial LLCEdward Jones02-25-2009
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
James Paul StoesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-16-2016
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Showing 1 to 25 of 81 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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