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
Joe David Gentry Jr.Ameriprise Financial Services, Inc.Edward Jones11-22-2019
Kelly Clay BentleyJ.P. Morgan Securities LLCEdward Jones08-07-2019
Izaac KingRaymond James Financial Services, Inc.Edward Jones08-02-2019
Garrett Paul LerouxWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones04-08-2019
Christopher SteinsholtAmeriprise Financial Services, Inc.Edward Jones03-01-2019
Abby Lauren DueittMML Investors Services, LLCEdward Jones12-18-2018
Chelsea Posey GrissomRaymond James & Associates, Inc.Edward Jones11-28-2018
Chad Michael James LibuttiAllstate Financial Services, LLCEdward Jones10-25-2018
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Jeremy Lee DuboseJ.P. Morgan Securities LLCEdward Jones06-07-2018
Joshua B PerelloRaymond James Financial Services, Inc.Edward Jones12-18-2017
Alfred E. CookJ.P. Morgan Securities LLCEdward Jones11-28-2017
Kenneth E. McKenzieJ.P. Morgan Securities LLCEdward Jones11-27-2017
Tyler H. SpenceWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward 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 FranceJ.P. Morgan Securities LLCEdward Jones06-21-2016
Steven Curtis DardenLPL Financial LLCEdward Jones06-06-2016
Frederick Scott StetsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones04-22-2016
Deborah Lees ParsonsSummit Brokerage Services, Inc.Edward Jones02-17-2016
Cullen G. HughesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-16-2015
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Next Page »

Showing 1 to 25 of 111 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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