Advisers on the Move TEST

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
Gabriel Marshall CampbellChase Investment Services Corp.Edward Jones$25001-01-2009
Robert James Hoffer Jr.VALIC Financial Advisors, Inc.Edward Jones01-30-2009
Steven Lowell SmithFinancial West GroupEdward Jones03-10-2009
Richard Andrew Stamps Jr.OneAmerica Securities, Inc.Edward Jones04-01-2009
Walter Joseph Goeltz IIICitigroup Global Markets Inc.Edward Jones04-01-2009
Aaron Klye LanteigneThrivent Investment Management Inc.Edward Jones05-07-2009
Michel Lee Bess Jr.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones$10005-29-2009
Stephen E. YostLPL Financial LLCEdward Jones$20006-01-2009
James Michael BurkertSignator Investors, Inc.Edward Jones$23006-08-2009
Gregory James MatthewsCity Securities CorporationEdward Jones$25006-12-2009
Jerry Lee Cary Jr.LPL Financial LLCEdward Jones$25006-30-2009
Brian Dougles LibichChase Investment Services Corp.Edward Jones07-06-2009
Adam Lee YoungHoosier Financial Inc.Edward Jones09-24-2009
Logan Ryan CreagerChase Investment Services Corp.Edward Jones11-09-2009
Charles StaffordInvestment Professionals, Inc.Edward Jones$10001-22-2010
Terri Lynn SchultzWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones02-08-2010
Crystal Catherine NeilChase Investment Services Corp.Edward Jones$10003-01-2010
Tracie Lynn LuleyAmeriprise Financial Services, Inc.Edward Jones$10003-19-2010
Randy Earl VoightRaymond James Financial Services, Inc.Edward Jones$10004-01-2010
Jamila Louise ThomasPNC InvestmentsEdward Jones$50004-13-2010
Thomas Richard JacksWoodbury Financial Services, Inc.Edward Jones06-07-2010
Larry Matthew MorganChase Investment Services Corp.Edward Jones$10006-21-2010
David Bryan PriceThe Huntington Investment CompanyEdward Jones06-28-2010
Lisa Faith BonnerM&I Financial Advisors, Inc.Edward Jones$25007-01-2010
Kevin Jay GrantWells Fargo Advisors Financial Network, LLCEdward Jones$10007-19-2010
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Showing 1 to 25 of 142 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.