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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron W GainesWorld Equity Group, Inc.Edward Jones07-19-2019
Adam Webster LeeWells Fargo Clearing Services, LLCEdward Jones01-10-2014
Alexander C BartholdE*TRADE Securities LLCEdward Jones06-08-2009
Alexander Joseph GuntherFidelity Brokerage Services LLCEdward Jones11-16-2010
Amy Bruce GreenwayCambridge Investment Research, Inc.Edward Jones$2509-08-2017
Ashlee Nicole GodfreyWells Fargo Clearing Services, LLCEdward Jones02-14-2014
Austin Ryan FarmerHamilton Investment Counsel, LLCEdward Jones07-22-2020
Benjamin Leroy ClarkLPL Financial LLCEdward Jones$5011-20-2013
Beverly Jean TrainorRaymond James Financial Services, Inc.Edward Jones07-29-2015
Brad David StevensonFidelity Brokerage Services LLCEdward Jones04-11-2011
Bradley GodfreyMML Investors Services, LLCEdward Jones08-16-2019
Brent Barrett BlairMML Investors Services, LLCEdward Jones05-11-2010
Bruce Howard GoldsteinSouthport CapitalEdward Jones12-05-2018
Chandler Thomas WoodWells Fargo Clearing Services, LLCEdward Jones04-01-2015
Charles William Daniels IIIKestra Investment Services, LLCEdward Jones11-13-2019
Christopher Crawford StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
David Eric MooreWells Fargo Clearing Services, LLCEdward Jones11-18-2016
David Lavon Tapley JrLPL Financial LLCEdward Jones01-11-2017
David YoungMoney Concepts Capital CorpEdward Jones08-12-2020
DENZEL JaVAUGHN COLEMANWells Fargo Clearing Services, LLCEdward Jones05-03-2018
Derek Jon NowatzkiSuperior Financial Services, Inc.Edward Jones02-01-2011
Doris Wynnette CheekThrivent Investment Management Inc.Edward Jones$2503-27-2019
Emily Anne EllisAmeriprise Financial Services, LLCEdward Jones$15006-16-2017
Eric MesserSunTrust Investment Services, Inc.Edward Jones11-04-2019
Eric Scott RuthmanLPL Financial LLCEdward Jones08-21-2017
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Showing 1 to 25 of 94 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.