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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel MaloneyThurston Springer FinancialEdward Jones06-26-2019
Robert FreedMML Investors Services, LLCEdward Jones04-02-2019
Jesse Thomas MathenyCUNA Brokerage Services, Inc.Edward Jones03-29-2019
Ryan P. MabryMabry Wealth Management, LLCEdward Jones01-15-2019
Maryann Ann DiamondThurston Springer FinancialEdward Jones12-18-2018
Greg FlynnJ.P. Morgan Securities LLCEdward Jones11-15-2018
Thomas Eric BennettJ.P. Morgan Securities LLCEdward Jones10-30-2018
Robert Nelson DeardorffAmeriprise Financial Services, Inc.Edward Jones07-12-2018
Matthew Lee RangNorthwestern Mutual Investment Services, LLCEdward Jones01-29-2018
Adam ChristnerLPL Financial LLCEdward Jones12-15-2017
David Alexander KlugerWells Fargo Clearing Services, LLCEdward Jones09-29-2017
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Cheryl Jean StultzCambridge Investment Research, Inc.Edward Jones10-07-2016
Paul M. FiacableJ.P. Morgan Securities LLCEdward Jones09-29-2016
Matthew James RussellFifth Third Securities, Inc.Edward Jones06-29-2016
Jason Robert GenaThrivent Investment Management Inc.Edward Jones04-05-2016
Brett GladdenCUNA Brokerage Services, Inc.Edward Jones03-29-2016
Matthew J. RamerPNC InvestmentsEdward Jones03-03-2016
Jeremy James RufenerLPL Financial LLCEdward Jones12-21-2015
Evan LunsfordLPL Financial LLCEdward Jones10-30-2015
Kameron L. TroxellJ.P. Morgan Securities LLCEdward Jones10-21-2015
Hellen Marie JustusEK Riley Investments, LLCEdward Jones07-22-2015
William David BrutusWells Fargo Clearing Services, LLCEdward Jones04-22-2015
Brandon Wayne GreggFifth Third Securities, Inc.Edward Jones04-10-2015
Douglas Harmon StineRBC Capital Markets, LLCEdward Jones02-23-2015
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Showing 1 to 25 of 56 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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