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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vernon Douglas Isaacs IIIEdward JonesCetera Investment Services LLC09-06-2019
Robert Ray WisneskiEdward JonesSchwab Private Client Investment Advisory, Inc.04-26-2019
Corey James CordrayEdward JonesFifth Third Securities, Inc.04-22-2019
Jonathan Jay LouisEdward JonesProEquities, Inc.04-15-2019
Gregory Wayne AllenEdward JonesMorgan Stanley03-15-2019
Seth Nigel WilsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-15-2019
Michael W. ReynoldsEdward JonesPruco Securities, LLC.02-01-2019
Christopher Scott BechertEdward JonesJ.P. Morgan Securities LLC08-31-2018
Michael Douglas LaneEdward JonesLPL Financial LLC07-13-2018
Samuel James Jeffrey OtleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2018
Jeffery Dale ClecknerEdward JonesNorthwestern Mutual Investment Services, LLC$15005-25-2018
Christopher Evan RayEdward JonesJ.P. Morgan Securities LLC05-04-2018
Michael Dale IsgriggEdward JonesWells Fargo Advisors Financial Network, LLC$5009-08-2017
James Andrew FaroEdward JonesWells Fargo Clearing Services, LLC$5008-18-2017
Paul M GaylerEdward JonesCUNA Brokerage Services, Inc.08-18-2017
Kevin Gene AddingtonEdward JonesRaymond James Financial Services, Inc.05-08-2017
Ryne Michael OtisEdward JonesNorthwestern Mutual Investment Services, LLC01-06-2017
Nathan Miles AndersonEdward JonesAIG Capital Services, Inc.11-07-2016
Dustin David DakeEdward JonesPruco Securities, LLC.$1010-14-2016
Kennith Marcell MeeksEdward JonesForesters Financial Services, Inc.09-23-2016
James Richard BeardEdward JonesLPL Financial LLC08-15-2016
Jeremy Wayne PaytonEdward JonesCetera Investment Services LLC01-04-2016
Michael D. BubaloEdward JonesWaddell & Reed12-21-2015
Mary M. VeghEdward JonesWells Fargo Clearing Services, LLC09-11-2015
Chad L. BaldwinEdward JonesLPL Financial LLC07-18-2014
Next Page »

Showing 1 to 25 of 37 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.


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