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
Adam Francis ReeseAmeriprise Financial Services, Inc.Edward Jones08-13-2019
Krystle Marie-Marcia NemoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-08-2019
Eric Thomas HigdonLPL Financial LLCEdward Jones01-02-2019
John Shannon SaunierRaymond James Financial Services, Inc.Edward Jones10-22-2018
Martin K. NicholsStifel, Nicolaus & Company, IncorporatedEdward Jones10-19-2018
Morgan Wayne FryMML Investors Services, LLCEdward Jones05-30-2018
Jonathan Lee HylandU.S. Bancorp Investments, Inc.Edward Jones09-05-2017
Timothy Neal RineyFWG Investments, LLCEdward Jones03-06-2017
David Neil GannonAvantax Investment Services, Inc.Edward Jones12-06-2016
Angela Michelle DrakeLPL Financial LLCEdward Jones04-25-2016
Dustin Joseph OberMWA Financial Services Inc.Edward Jones04-18-2016
Jennifer Nicole Potter-QuillenMoney Concepts Capital CorpEdward Jones11-02-2015
William Byrd King Jr.BB&T Investment Services, Inc.Edward Jones09-10-2015
Patrick S. MitchellJ.P. Morgan Securities LLCEdward Jones05-28-2015
Andrew Travis EurtonJ.P. Morgan Securities LLCEdward Jones05-27-2015
Douglas Chriss LaruePNC InvestmentsEdward Jones05-14-2015
Kelly Joseph MaloneJ.P. Morgan Securities LLCEdward Jones12-02-2014
David A. SuttonAmeriprise Financial Services, Inc.Edward Jones06-19-2014
Andrew MuncyPNC InvestmentsEdward Jones04-22-2014
Justin Blake BeaversRaymond James & Associates, Inc.Edward Jones05-20-2013
Robert Douglas Roar Jr.U.S. Bancorp Investments, Inc.Edward Jones04-01-2013
Michael Ross LivelyLPL Financial LLCEdward Jones02-05-2013
Cynthia YoungPNC InvestmentsEdward Jones02-05-2013
Daniel Lee ShuckAllstate Financial Services, LLCEdward Jones10-01-2012
James Shannon HoerterFederal Hill Capital ManagementEdward Jones08-06-2012
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Showing 1 to 25 of 61 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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