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
Adam Allen BucyLPL Financial LLCEdward Jones07-31-2015
Andrea NathanCitizens Securities, Inc.Edward Jones12-09-2014
Barbara Ann CantwellAmeriprise Financial Services, Inc.Edward Jones$5010-05-2012
Barbara Jean MaitlandLPL Financial LLCEdward Jones$10009-17-2012
Benjamin M SteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-15-2016
Brendan Ryan GallagherCitizens Securities, Inc.Edward Jones01-25-2016
Bruce Stanley JakielCantella & Co., Inc.Edward Jones$104-04-2018
Bryan James CrabtreeCommonwealth Financial NetworkEdward Jones$5007-17-2009
Cameron Zachary TytulaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2018
Carly Briden LongSignator Investors, Inc.Edward Jones10-20-2014
Charles Xenakis KarrisLPL Financial LLCEdward Jones$105-14-2014
Cheryl Pamela BerthiaumeNYLIFE Securities LLCEdward Jones09-16-2011
Christopher CarreraMorgan StanleyEdward Jones05-22-2017
Craig Raymond StraussLPL Financial LLCEdward Jones$5012-10-2010
Darlene R OuelletteAmeriprise Financial Services, Inc.Edward Jones11-16-2016
David Allen NoetzelCitizens Securities, Inc.Edward Jones04-19-2017
David Frederick RischPark Avenue Securities LLCEdward Jones05-31-2012
David Garber HumeOppenheimer & Co. Inc.Edward Jones12-06-2013
Dawn Marie BronsonUSA Financial Securities CorporationEdward Jones05-28-2014
Duane Edward JankaLPL Financial LLCEdward Jones$2505-01-2009
Gabriel M AufieroLPL Financial LLCEdward Jones05-20-2010
Greg Stephen DodgeLPL Financial LLCEdward Jones03-01-2010
Jacqueline Kate Crawford-RossLPL Financial LLCEdward Jones07-08-2015
Jason C LabelleCommonwealth Financial NetworkEdward Jones06-12-2013
Jason M PettinelliMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-22-2013
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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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