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
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Joel Robert TopMutual Securities, Inc.Edward Jones$5002-20-2019
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Nicholas Bradley DeruyckMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-31-2018
Robin Stacey HouseThe Leaders Group, Inc.Edward Jones12-11-2017
Gregory Lee BurksHighTower Securities, LLCEdward Jones$1010-25-2017
Mandy Marie ReedFarmers Financial Solutions, LLCEdward Jones07-03-2017
Luke Daniel Ian PrichardMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-08-2017
Hannah Elizabeth NearRaymond James Financial Services, Inc.Edward Jones06-06-2017
James John BudzinskiStrategic Advisers LLCEdward Jones05-24-2017
Nancy Lorene BuckLPL Financial LLCEdward Jones$104-06-2017
Kyle Joseph ZappiaPersonal Capital Advisors CorporationEdward Jones04-03-2017
Julia V BourlakovWestern Wealth Management LLCEdward Jones03-31-2017
Gregory Gordon HomerCetera Advisors LLCEdward Jones03-27-2017
Christopher William StaplesNavigation Wealth ManagementEdward Jones03-01-2017
Gary Paul BrownUSAA FINANCIAL PLANNING SERVICESEdward Jones01-23-2017
Dolly N. SchaubFinancial West GroupEdward Jones12-08-2016
Jennifer Marie SheldonRaymond James Financial Services, Inc.Edward Jones10-24-2016
Thomas Eugene Miskelly Jr.Transamerica Financial Advisors, IncEdward Jones10-21-2016
Diana Lynne BobkaWestern Wealth Management LLCEdward Jones08-10-2016
Seth Joseph LewisBookcliff FinancialEdward Jones08-09-2016
Jordan Peter FuerstRaymond James Financial Services, Inc.Edward Jones$2508-08-2016
Michael Fayne Mckinnis Jr.Waddell & ReedEdward Jones$2507-15-2016
Douglas Howard PardieckLawing Financial IncEdward Jones05-02-2016
Timothy James MaherWells Fargo Clearing Services, LLCEdward Jones$5004-18-2016
Next Page »

Showing 1 to 25 of 124 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.


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