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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Phillip Wayne NadeauLPL Financial LLCEdward Jones09-05-2019
Jeremy Scott ThigpenLPL Financial LLCEdward Jones12-11-2017
Jonathan BlountLPL Financial LLCEdward Jones10-13-2016
Jeffrey Robert PertuitLPL Financial LLCEdward Jones07-15-2016
Steven Curtis DardenLPL Financial LLCEdward Jones06-06-2016
Hunter Steven HartLPL Financial LLCEdward Jones$2503-31-2016
Deirdre Camille DoreLPL Financial LLCEdward Jones06-10-2015
David Patrick NadeauLPL Financial LLCEdward Jones02-01-2015
Jason March CoffieldLPL Financial LLCEdward Jones$2512-15-2014
Jeremy Chad PatinLPL Financial LLCEdward Jones04-23-2014
Trina Nachea DuhonLPL Financial LLCEdward Jones02-28-2014
Shane Patrick DooleyLPL Financial LLCEdward Jones$1002-28-2014
Marc Arnaud MiranneLPL Financial LLCEdward Jones01-06-2014
Robert Charles BrownLPL Financial LLCEdward Jones08-30-2013
Burnette Paul JuneauLPL Financial LLCEdward Jones08-26-2013
Aaron F YohnLPL Financial LLCEdward Jones02-15-2013
Case Michael TerrebonneLPL Financial LLCEdward Jones$2512-10-2012
Allen Joel IstreLPL Financial LLCEdward Jones11-26-2012
Susan Lynn MitchamLPL Financial LLCEdward Jones$1011-12-2012
Raleigh James Galiano Jr.LPL Financial LLCEdward Jones$10004-02-2012
Jason Todd WhiteLPL Financial LLCEdward Jones12-01-2011
Blake Peter Bergeron Jr.LPL Financial LLCEdward Jones06-23-2011
Edward Ian BlanchardLPL Financial LLCEdward Jones03-18-2011
Joshua James SparacinoLPL Financial LLCEdward Jones$1002-07-2011
Michael Louis HebertLPL Financial LLCEdward Jones01-31-2011
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Showing 1 to 25 of 29 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.