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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marc Edward ChamberlinRaymond James Financial Services, Inc.Edward Jones$5004-12-2019
Matthew Raymond DoeringThurston Springer FinancialEdward Jones$2502-15-2019
Ryan Patrick MabryMabry Wealth Management, LLCEdward Jones01-15-2019
Maryann DiamondThurston Springer FinancialEdward Jones$2512-18-2018
Brenda Lynn GoekenAmeriprise Financial Services, Inc.Edward Jones$2511-15-2018
Thomas Eric BennettJ.P. Morgan Securities LLCEdward Jones10-30-2018
Andrew John SmithLPL Financial LLCEdward Jones$1007-16-2018
Robert Nelson DeardorffAmeriprise Financial Services, Inc.Edward Jones$107-12-2018
Kevin Joseph LaneMML Investors Services, LLCEdward Jones07-06-2018
Matthew Lee RangNorthwestern Mutual Investment Services, LLCEdward Jones$101-29-2018
Adam Jeffery ChristnerLPL Financial LLCEdward Jones12-15-2017
Jill Annette DaileyOneAmerica Securities, Inc.Edward Jones12-11-2017
David Alexander KlugerWells Fargo Clearing Services, LLCEdward Jones09-29-2017
Dennis Lee EalingLPL Financial LLCEdward Jones$10008-18-2017
Troy HartmanWells Fargo AdvisorsEdward Jones$9208-11-2017
Troy Victor HartmanWells Fargo Advisors Financial Network, LLCEdward Jones08-11-2017
John Lee SmithJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones$5006-15-2017
Levi R SullivanNorthwestern Mutual Investment Services, LLCEdward Jones05-01-2017
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Cheryl J StultzCambridge Investment Research, Inc.Edward Jones10-07-2016
Paul M FiacableJ.P. Morgan Securities LLCEdward Jones$109-29-2016
Donald G AllisonCetera Investment Services LLCEdward Jones09-06-2016
Matthew James RussellFifth Third Securities, Inc.Edward Jones06-29-2016
Michael Dale IsgriggWells Fargo Advisors Financial Network, LLCEdward Jones04-14-2016
Jason Robert GenaThrivent Investment Management Inc.Edward Jones04-05-2016
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Showing 1 to 25 of 110 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.

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