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
John Henry MitchellLPL Financial LLCEdward Jones05-26-2016
Adam Allen BucyLPL Financial LLCEdward Jones07-31-2015
Jacqueline Kate Crawford-RossLPL Financial LLCEdward Jones07-08-2015
Mark Paul GomesLPL Financial LLCEdward Jones05-25-2012
Philip John MatheyLPL Financial LLCEdward Jones04-27-2011
Greg Stephen DodgeLPL Financial LLCEdward Jones03-01-2010
Barbara Jean MaitlandLPL Financial LLCEdward Jones$10009-17-2012
Lee George PappasLPL Financial LLCEdward Jones$10004-16-2012
Rodney Melvin LaurenzLPL Financial LLCEdward Jones$10005-23-2011
Gabriel M AufieroLPL Financial LLCEdward Jones$10005-20-2010
Richard Ning SuderLPL Financial LLCEdward Jones$10007-30-2009
Silas John AtsalisLPL Financial LLCEdward Jones$25006-28-2019
Charles Xenakis KarrisLPL Financial LLCEdward Jones$25005-14-2014
Steven Jay ArgersingerLPL Financial LLCEdward Jones$25011-15-2012
Richard Domenick CapannolaLPL Financial LLCEdward Jones$25004-23-2012
Kenneth Edward RayleLPL Financial LLCEdward Jones$50006-30-2011
Craig Raymond StraussLPL Financial LLCEdward Jones$50012-10-2010
Duane Edward JankaLPL Financial LLCEdward Jones$50005-01-2009
Jonathan Robert StearnsLPL Financial LLCEdward Jones$50001-27-2009

Showing 1 to 19 of 19 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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