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
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. 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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