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
Mary Elizabeth HelineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-25-2019
Jody Michael JamesAXA Advisors, LLCEdward Jones10-08-2018
Cameron Zachary TytulaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2018
Yvonne L ShanklinMoors & Cabot, Inc.Edward Jones$1004-05-2018
Bruce Stanley JakielCantella & Co., Inc.Edward Jones$104-04-2018
Kenneth O'ConnorCitizens Securities, Inc.Edward Jones10-31-2017
Shellycolleen Ann CovilleMorgan StanleyEdward Jones$2510-16-2017
Robert Vincent Deiana Jr.TQM Wealth PartnersEdward Jones08-07-2017
Theodore Paul BanksCitizens Securities, Inc.Edward Jones07-07-2017
Macy Jay KorolnekMML Investors Services, LLCEdward Jones06-08-2017
Christopher CarreraMorgan StanleyEdward Jones05-22-2017
David Allen NoetzelCitizens Securities, Inc.Edward Jones04-19-2017
Robert John HerbisonSantander Securities LLCEdward Jones03-15-2017
Darlene R OuelletteAmeriprise Financial Services, Inc.Edward Jones11-16-2016
Neil Neil ParsonsWells Fargo Clearing Services, LLCEdward Jones$107-05-2016
Benjamin M SteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-15-2016
Robert Dominic PopaloAmeriprise Financial Services, Inc.Edward Jones05-27-2016
Patrick James McguinessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-25-2016
Steven Edward LevitskyBOSTON HARBOR WEALTH ADVISORS, LLCEdward Jones03-24-2016
Brendan Ryan GallagherCitizens Securities, Inc.Edward Jones01-25-2016
Jeffrey Paul Vickers Sr.Stifel, Nicolaus & Company, IncorporatedEdward Jones10-01-2015
Adam Allen BucyLPL Financial LLCEdward Jones07-31-2015
Jacqueline Kate Crawford-RossLPL Financial LLCEdward Jones07-08-2015
Andrea NathanCitizens Securities, Inc.Edward Jones12-09-2014
Carly Briden LongSignator Investors, Inc.Edward Jones10-20-2014
Next Page »

Showing 1 to 25 of 68 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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