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
Shane GoffProspera Financial Services, Inc.Edward Jones$8707-03-2019
Michael Shane GoffProspera Financial Services, Inc.Edward Jones$10006-28-2019
Daniel R. CastorianoLPL Financial LLCEdward Jones06-05-2019
Laurie Lynn WilliamsonRaymond James Financial Services, Inc.Edward Jones$5005-02-2019
Morgan Manfre MurdockRaymond James Financial Services, Inc.Edward Jones$102-11-2019
Nicholas O'Connor MartinRaymond James Financial Services, Inc.Edward Jones$112-14-2018
Andrew L DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Shawn SabelhausProspera Financial ServicesEdward Jones$14007-11-2018
Joshua Benton PerelloRaymond James Financial Services, Inc.Edward Jones12-18-2017
Jeremy Scott ThigpenLPL Financial LLCEdward Jones$112-11-2017
Kenneth Earl MckenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Lonnie Scott MizellINVESTMENT PROFESSIONALS, INC.Edward Jones10-20-2017
Tyler Hundley SpenceWells Fargo Clearing Services, LLCEdward Jones07-27-2017
Larry Jackson HairRoyal Alliance Associates, Inc.Edward Jones07-05-2017
Charles Raffus Duplechain IIHancock Whitney Investment Services Inc.Edward Jones05-23-2017
Allen Paul Berard Jr.Hancock Whitney Investment Services Inc.Edward Jones01-03-2017
Jonathan BlountLPL Financial LLCEdward Jones10-13-2016
Jeffrey Robert PertuitLPL Financial LLCEdward Jones07-15-2016
Mitchell Douglas France Sr.J.P. Morgan Securities LLCEdward Jones06-21-2016
Steven Curtis DardenLPL Financial LLCEdward Jones06-06-2016
Frederick Scott StetsonWells Fargo Clearing Services, LLCEdward Jones04-22-2016
Hunter Steven HartLPL Financial LLCEdward Jones$2503-31-2016
Hunter HartLPL FinancialEdward Jones$5503-31-2016
Marcus Jeffery LejeuneJ.P. Morgan Securities LLCEdward Jones$1003-22-2016
John D MyersFSC Securities CorporationEdward Jones$10010-13-2015
Next Page »

Showing 1 to 25 of 100 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.


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