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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Natalie N WynterMutual of America Securities LLCEdward Jones04-07-2020
Tyler Weekley TolesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-25-2020
Anthony Richard CassoneCPK Wealth Management LLCEdward Jones03-10-2020
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Shannon Noel ScottMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-13-2020
Tom VargheseMML Investors Services, LLCEdward Jones02-05-2020
Russell James Bragg JrFidelity Brokerage Services LLCEdward Jones02-04-2020
Kristian Jesse GarciaCharles Schwab & Co., Inc.Edward Jones01-31-2020
Deborah Sue HawksworthLPL Financial LLCEdward Jones01-31-2020
William John ButcherCadaret, Grant & Co., Inc.Edward Jones01-31-2020
Max Clifton Perkins JrFirst Command Financial Planning, Inc.Edward Jones01-29-2020
Kathi Melissa OteroLPL Financial LLCEdward Jones$15001-17-2020
Jennifer Lillian BaseyStifel, Nicolaus & Company, IncorporatedEdward Jones01-13-2020
Paul Lawrence SterzingerLPL Financial LLCEdward Jones$2501-06-2020
Matthew Allen GlancyJ.P. Morgan Securities LLCEdward Jones12-09-2019
Eduardo Alejandro AranaVALIC Financial Advisors, Inc.Edward Jones12-03-2019
Andrew Thomas KatsanisMorgan StanleyEdward Jones11-08-2019
Timothy David BrinlingLPL Financial LLCEdward Jones$2511-04-2019
Ronnie OatsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-24-2019
Drew PeacockAmeriprise Financial Services, LLCEdward Jones$5010-08-2019
Eldridge Michael Bourque Jr.International Assets Advisory, LLCEdward Jones10-08-2019
David Michael BeneventoWells Fargo Advisors Financial Network, LLCEdward Jones09-24-2019
Antje ZgrzebskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-13-2019
Charity Rachel DickmanAlphaStar Capital Management, LLCEdward Jones08-30-2019
Rufus Leon Hawkins IICUNA Brokerage Services, Inc.Edward Jones08-28-2019
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Showing 1 to 25 of 368 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.