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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donovan James KattnerAXA Advisors, LLCEdward Jones03-31-2020
Kevin David AndersonAmeriprise Financial Services, LLCEdward Jones03-27-2020
Brian Sattler GrubbRaymond James Financial Services, Inc.Edward Jones02-11-2020
Michael David MasseyWestern Wealth Management LLCEdward Jones$2502-10-2020
Cory J NyeLPL Financial LLCEdward Jones01-17-2020
Anthony Eugene UrrutiaWaddell & ReedEdward Jones01-10-2020
Matthew David ForrestCabot Lodge Securities LLCEdward Jones01-06-2020
Cameron Scott KopplingerRobinhood Financial, LLCEdward Jones12-19-2019
Michael Ross Van BoeningGWFS Equities, Inc.Edward Jones12-18-2019
Jason Mark KurtzU.S. Bancorp Investments, Inc.Edward Jones12-02-2019
Sean M MiltonUSAA Financial Advisors, Inc.Edward Jones10-17-2019
Timothy Edward Curtis MenefeeCommonwealth Financial NetworkEdward Jones$15008-30-2019
James Paul BoudreauRaymond James Financial Services, Inc.Edward Jones$15008-16-2019
Brian James BoudreauRaymond James Financial Services, Inc.Edward Jones$2508-16-2019
Warren Eugene PrenticeLPL Financial LLCEdward Jones08-02-2019
Richard David MartinUSAA Financial Advisors, Inc.Edward Jones07-30-2019
Daniel Patrick CallaghanLPL Financial LLCEdward Jones$2507-24-2019
Barbara Barrio BecknerLPL Financial LLCEdward Jones$15007-17-2019
Robert Aaron SalomonAXA Advisors, LLCEdward Jones07-12-2019
Scott William NelsonGWFS Equities, Inc.Edward Jones05-21-2019
Rian MorrisseyKestra Investment Services, LLCEdward Jones04-24-2019
Evan Bernard CarabelloLPL Financial LLCEdward Jones03-22-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Joel Robert TopMutual Securities, Inc.Edward Jones$5002-20-2019
Kyle Robert StanleyWells Fargo Clearing Services, LLCEdward Jones02-11-2019
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Showing 1 to 25 of 180 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.