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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam HaluskaWells Fargo Clearing Services, LLCEdward Jones08-01-2016
Adam John ReutzelTIAA-CREF Individual & Institutional Services, LLCEdward Jones10-29-2014
Adam MangunoLegacy Financial GroupEdward Jones05-23-2019
Adam Michael LaffeyPackerland Brokerage Services, Inc.Edward Jones04-11-2016
Allan Lee UlrichBerthel, Fisher & Company Financial Services, Inc.Edward Jones$2507-19-2011
Brent D. JohnsNations Financial Group, Inc.Edward Jones04-11-2017
Brett Douglas Van SlotenLPL Financial LLCEdward Jones05-20-2019
Brian Keith FitzpatrickRaymond James Financial Services, Inc.Edward Jones$2508-03-2012
Brian Michael RussProEquities, Inc.Edward Jones$2505-24-2010
Brian Paul GibsonRaymond James Financial Services, Inc.Edward Jones10-20-2014
Byron Jan PalsmaThrivent Investment Management Inc.Edward Jones09-30-2016
Caleb L. TilstraBroker Dealer Financial Services Corp.Edward Jones07-01-2012
Chad Michael RooneyNYLIFE Securities LLCEdward Jones02-01-2011
Chad Wayne HansenWaddell & ReedEdward Jones06-04-2010
Charles B. Bell Jr.Berthel, Fisher & Company Financial Services, Inc.Edward Jones01-09-2015
Cheryl Anne BiermannAmeriprise Financial Services, LLCEdward Jones05-24-2011
Christopher A. NoelAmeriprise Financial Services, LLCEdward Jones$1006-20-2016
Cody D. PhelpsInvestment Advisors CorpEdward Jones09-16-2011
Colin Christopher MurphyCUSO Financial Services, L.P.Edward Jones05-16-2016
Daniel Joe NielsenBroker Dealer Financial Services Corp.Edward Jones$1010-30-2013
Daniel Paul Evans Jr.SagePoint Financial, Inc.Edward Jones02-13-2018
Daniel Steven ConklinCambridge Investment Research, Inc.Edward Jones09-17-2012
Dante Alexander TrimbleCUNA Brokerage Services, Inc.Edward Jones10-24-2018
Dean Norbert GoebelCUNA Brokerage Services, Inc.Edward Jones07-01-2010
Douglas John WhiteAXA Advisors, LLCEdward Jones09-08-2014
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Showing 1 to 25 of 86 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.