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
Matthew Ian KoopermanPruco Securities, LLC.Edward Jones$15007-08-2019
Arturo RamirezBMO Harris Financial Advisors, Inc.Edward Jones07-05-2019
Nathan Lee HammMorgan StanleyEdward Jones07-01-2019
Mitchell R. WilkinsMorgan StanleyEdward Jones06-19-2019
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Davis James JohnstonLPL Financial LLCEdward Jones05-31-2019
Galo Andres ReveloPruco Securities, LLC.Edward Jones05-31-2019
Jared Michael CanterburyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-17-2019
Anes KadiricWilliam BlairEdward Jones05-15-2019
Michael Francis ConveyCetera Financial Specialists LLCEdward Jones05-09-2019
Courtney Mowen WrightBenjamin F. Edwards & Company, Inc.Edward Jones04-16-2019
Lang P. NguyenCetera Advisors LLCEdward Jones02-14-2019
Ethan R. MorrisCharles Schwab & Co., Inc.Edward Jones02-04-2019
Kevin Carlton HarveyJ.P. Morgan Securities LLCEdward Jones01-03-2019
Joshua Scott DuncanF5 Financial Planning, L.L.C.Edward Jones11-15-2018
Ronald Stephen KnightMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-06-2018
Steven SchollLPL Financial LLCEdward Jones11-05-2018
Justin W. GiffordRaymond James Financial Services, Inc.Edward Jones10-31-2018
Robert John MeyersLaSalle St Securities, L.L.C.Edward Jones$5010-19-2018
Dustin Cheyenne JamesVALIC Financial Advisors, Inc.Edward Jones10-15-2018
Tyler HagenBMO Harris Financial Advisors, Inc.Edward Jones09-27-2018
Michael Patrick DowdJ.P. Morgan Securities LLCEdward Jones09-12-2018
Patrick CoxLPL Financial LLCEdward Jones08-17-2018
Colin M. RogersLPL Financial LLCEdward Jones08-13-2018

Showing 1 to 24 of 24 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.