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
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Arthur Hammond ScottAmeriprise Financial Services, Inc.Edward Jones$1009-14-2012
Case Michael TerrebonneLPL Financial LLCEdward Jones12-10-2012
Cherie Elizabeth Laiche1st Global Capital Corp.Edward Jones12-20-2012
Christopher SteinsholtAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Coy Reeves WatsonProspera Financial Services, Inc.Edward Jones$5008-09-2019
Coy Reeves WatsonProspera Financial Services, Inc.Edward Jones$5008-09-2019
Coy Reeves WatsonProspera Financial Services, Inc.Edward Jones$5008-09-2019
Cullen G. HughesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-16-2015
Daniel PoynotVALIC Financial Advisors, Inc.Edward Jones04-15-2014
David Perry IndestAmeriprise Financial Services, Inc.Edward Jones$15002-15-2013
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
Eldridge Michael Bourque Jr.International Assets Advisory, LLCEdward Jones10-08-2019
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Hunter HartLPL Financial LLCEdward Jones$5503-31-2016
Hunter Steven HartLPL Financial LLCEdward Jones$2503-31-2016
Ivan Latimer HendricksMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1009-22-2010
James David Orgeron Jr.St. Bernard Financial Services, Inc.Edward Jones$1006-21-2012
Jason March CoffieldLPL Financial LLCEdward Jones12-15-2014
Jeffrey Christopher WhiteUBS Financial Services Inc.Edward Jones$1011-13-2014
Jeremy Chad PatinLPL Financial LLCEdward Jones$1004-23-2014
Jeremy Scott ThigpenLPL Financial LLCEdward Jones12-11-2017
John D MyersFSC Securities CorporationEdward Jones$10010-13-2015
Jonathan Alexander MurdockRaymond James Financial Services, Inc.Edward Jones$15002-11-2019
Next Page »

Showing 1 to 25 of 54 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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