Advisers on the Move TEST

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
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Adam Lucas WadeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-03-2011
Alexander Charles AlbertCharles Schwab & Co., Inc.Edward Jones11-29-2017
Allison Louise SchmidtRaymond James Financial Services, Inc.Edward Jones08-31-2010
Andy Don McClaflinRaymond James Financial Services, Inc.Edward Jones$5007-29-2013
Anthony Eugene UrrutiaWaddell & ReedEdward Jones01-10-2020
Austin HamiltonStifel, Nicolaus & Company, IncorporatedEdward Jones01-08-2019
Barbara Barrio BecknerLPL Financial LLCEdward Jones$15007-17-2019
Barbara Eileen GilroyFidelity Brokerage Services LLCEdward Jones12-27-2016
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Benjamin E. CasnerRaymond James Financial Services, Inc.Edward Jones$1001-21-2011
Benjamin Wills BenderRaymond James Financial Services, Inc.Edward Jones01-08-2014
Braden Keith DaughertyCharles Schwab & Co., Inc.Edward Jones10-25-2016
Bradley Scott CircleWells Fargo Clearing Services, LLCEdward Jones$5008-23-2013
Brandon Benjamin StarwaltWells Fargo Clearing Services, LLCEdward Jones05-30-2018
Brandon Douglas BarnardMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-02-2017
Brett Richard PolzinFidelity Brokerage Services LLCEdward Jones12-21-2015
Brian Daniel RuffThrivent Investment Management Inc.Edward Jones01-14-2019
Brian James BoudreauRaymond James Financial Services, Inc.Edward Jones$2508-16-2019
Brian Michael YannacconePersonal Capital Advisors CorporationEdward Jones01-19-2016
Brian Sattler GrubbRaymond James Financial Services, Inc.Edward Jones02-11-2020
Brian Wayne BurganSilver Thread InvestmentsEdward Jones08-05-2011
Cameron Scott KopplingerRobinhood Financial, LLCEdward Jones12-19-2019
Cash Alan FreemanRBC Capital Markets, LLCEdward Jones02-02-2015
Cathey Hix BrownLPL Financial LLCEdward Jones01-06-2009
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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.