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
Cash Alan FreemanRBC Capital Markets, LLCEdward Jones02-02-2015
Clinton J. KnoppU.S. Bancorp Investments, Inc.Edward Jones$1001-05-2015
Michael Beric ChristiansenLPL Financial LLCEdward Jones01-02-2015
David Wayne SalehWells Fargo Clearing Services, LLCEdward Jones$5010-31-2014
Edward John Gueits IIPersonal Capital Advisors CorporationEdward Jones08-15-2014
Rodney Arin BeckerFirst Financial Equity CorporationEdward Jones08-05-2014
David Frederick VickerUSAA Financial Advisors, Inc.Edward Jones07-23-2014
Michael Robert HunterPersonal Capital Advisors CorporationEdward Jones02-25-2014
Leland Brent NunnallyLPL Financial LLCEdward Jones$1002-14-2014
Bradley Scott CircleWells Fargo Clearing Services, LLCEdward Jones$5008-23-2013
Joel Lynn EvansWells Fargo Clearing Services, LLCEdward Jones$1008-02-2013
Jeremy Michael ZiemerLPL Financial LLCEdward Jones$1004-12-2013
Ronald Vincent VermillionLPL Financial LLCEdward Jones$2502-07-2013
Timothy A BurressCetera Advisors LLCEdward Jones11-16-2012
Christopher Keith BryantRBC Capital Markets, LLCEdward Jones11-13-2012
Randy Lynn LeslieLPL Financial LLCEdward Jones$1009-28-2012
Kevin R. HanianKey Investment Services LLCEdward Jones07-09-2012
Erik Donald AndersonLPL Financial LLCEdward Jones02-29-2012
Monica Alicia SchmittLPL Financial LLCEdward Jones01-17-2012
Christopher Anthony PoulosMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1001-06-2012
Craig Stephen KetchamLPL Financial LLCEdward Jones11-02-2011
Melissa Andrea BaldwinLPL Financial LLCEdward Jones10-27-2011
Stephen Edward KwederisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-01-2011
Brian Wayne BurganSilver Thread InvestmentsEdward Jones08-05-2011
Christopher John TrinceriMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1007-15-2011
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Showing 26 to 50 of 60 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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