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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Wade PainterEdward JonesPFS Investments Inc.$15012-16-2013
Anderson MacDonell WrenEdward JonesLPL Financial LLC07-22-2013
Andrew John BreeseEdward JonesPutnam Retail Management Limited Partnership01-23-2009
Andrew Joseph CucchiaroEdward JonesMutual of America Life Insurance Company08-12-2019
Angel Morales-AtallahEdward JonesJ.P. Morgan Securities LLC03-28-2017
Angela Nicole WrightEdward JonesRussell Investments Financial Services, LLC$2501-24-2011
Antonio A LopezEdward JonesWaddell & Reed11-19-2018
Austin David CollinsEdward JonesWells Fargo Clearing Services, LLC$10007-06-2012
Benjamin S LoebEdward JonesTriad Advisors LLC11-20-2017
Bertram Brasher UngerEdward JonesPruco Securities, LLC.04-22-2019
Brandon SuggEdward JonesFirst Command Brokerage Services, Inc.02-18-2020
Brenda WhitwellEdward JonesMorgan Stanley$15010-28-2016
Brendan Andrew JonesEdward JonesM&T Securities, Inc.$15012-02-2014
Brian Lucas BaughmanEdward JonesUBS Financial Services Inc.07-06-2009
Brittani TilleyEdward JonesEquitable Advisors, LLC06-19-2017
Byron Charles TobiasEdward JonesJ.P. Morgan Securities LLC07-01-2014
Carmen Arnaiz PalancaEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-03-2019
Carol NoblesEdward JonesJHS Capital Advisors, LLC04-02-2012
Carrie Gail CoatsEdward JonesMorgan Stanley$2509-26-2016
Carrie Jean Cunningham CombesEdward JonesPruco Securities, LLC.03-31-2014
Chad Christopher SmithEdward JonesFidelity Personal and Workplace Advisors09-30-2019
Charles Ryan IoscoEdward JonesWells Fargo Clearing Services, LLC10-03-2016
Christopher BrookerEdward JonesHornor, Townsend & Kent, LLC04-28-2015
Christopher Joe BakerEdward JonesSaybrus Equity Services, LLC02-01-2018
Christopher Michael AllenEdward JonesCetera Investment Services LLC01-11-2019
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Showing 1 to 25 of 104 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.