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
Matt Michael HeardAmeriprise Financial Services, LLCEdward Jones$1007-17-2019
Jeffery HattawayAmeriprise Financial Services, LLCEdward Jones10-19-2018
Paul Regis LangAmeriprise Financial Services, LLCEdward Jones$10006-16-2017
Emily Anne EllisAmeriprise Financial Services, LLCEdward Jones06-16-2017
Robert Charles MacdonaldAmeriprise Financial Services, LLCEdward Jones05-08-2015
James William SpoonerAmeriprise Financial Services, LLCEdward Jones$2508-30-2013
Sherlyn Bonner KeeganAmeritas Investment Company, LLCEdward Jones10-09-2009
Patrick Lee HaymanBB&T Investment Services, Inc.Edward Jones01-12-2016
John Paul Martin Jr.Cambridge Investment Research, Inc.Edward Jones$1007-09-2019
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$3909-08-2017
Benjamin Hall RicheyCambridge Investment Research, Inc.Edward Jones11-01-2013
Joan Marie SteigerwaldCapital Financial Services, Inc.Edward Jones06-02-2014
Marcus Todd AlleyCetera Advisors LLCEdward Jones04-13-2012
Shaundra PattersonCetera Investment Services LLCEdward Jones01-21-2020
Jamie H. SheltonCetera Investment Services LLCEdward Jones$15011-19-2019
Christopher S. JanusekCetera Investment Services LLCEdward Jones05-25-2017
Wayne Allan WeimerCetera Investment Services LLCEdward Jones06-01-2020
Roland Lebron WilsonChase Investment Services Corp.Edward Jones06-01-2011
Derek Maurice LawsonChase Investment Services Corp.Edward Jones04-27-2011
Denise Marie MadnickChase Investment Services Corp.Edward Jones03-01-2010
Teresa Pratt WynnChristian Values Investing, Inc.Edward Jones$2507-16-2012
Justin Bradford MayCommonwealth Financial NetworkEdward Jones$2512-06-2019
Frederick SaavedraCornerstone Wealth Management, LLCEdward Jones$5005-29-2014
Walter B. HallCountry Capital Management CompanyEdward Jones10-29-2009
Michael Albert HynesCUSO Financial Services, L.P.Edward Jones03-20-2017
Next Page »

Showing 1 to 25 of 211 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.