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
Ryan Eric TownsleyTown CapitalEdward Jones11-29-2018
Alfred Thomas Duncan IIIAmeriprise Financial Services, Inc.Edward Jones$15010-23-2018
David C GreenWells Fargo Clearing Services, LLCEdward Jones08-01-2017
Clayton David IrbySunTrust Investment Services, Inc.Edward Jones03-13-2017
Joan Francine BowersRaymond James Financial Services, Inc.Edward Jones$15011-04-2016
Shelby Hicks McginleyRaymond James Financial Services, Inc.Edward Jones$5010-21-2016
William Lawrence Gaines Sr.Commonwealth Financial NetworkEdward Jones$5008-19-2016
Kevin Andrew VoellingPNC InvestmentsEdward Jones08-09-2016
Nathan Aaron CherryM&T Securities, Inc.Edward Jones06-01-2016
James Gregory GarnerRaymond James Financial Services, Inc.Edward Jones03-18-2016
Donna SavageAmeriprise Financial Services, Inc.Edward Jones06-30-2015
Eric Seth EislerCetera Investment Services LLCEdward Jones05-05-2015
Christopher William MamunesRailroad Street Wealth Management, LLCEdward Jones03-04-2015
Jeffrey Scott AshbyLPL Financial LLCEdward Jones$1010-31-2014
Liang Fan FanPruco Securities, LLC.Edward Jones10-07-2014
Eileen Heffernan GreenwellVALIC Financial Advisors, Inc.Edward Jones09-30-2014
Dewayne Ladon EllisCapital One Investment Services LLCEdward Jones04-14-2014
Russell Raymond Priddy IIIPNC InvestmentsEdward Jones03-04-2014
Ronald James MooreMorgan StanleyEdward Jones10-11-2013
Diane Elizabeth WellsH. Beck, Inc.Edward Jones12-19-2012
Virginia Ann PackCornerstone Wealth Management, LLCEdward Jones11-12-2012
Garnetta Diane MasseyWaddell & ReedEdward Jones08-22-2012
Michael Loyd CrabbLPL Financial LLCEdward Jones$1705-29-2012
Yvonne Marie LiguoriVoya Financial Advisors, Inc.Edward Jones$105-29-2012
Matthew Lynn LowryLPL Financial LLCEdward Jones$5005-18-2012
Next Page »

Showing 1 to 25 of 40 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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