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
Drew McclairPNC InvestmentsEdward Jones04-15-2020
Mark B. LiguoriRaymond James Financial Services, Inc.Edward Jones12-03-2019
Jason Edward MessineoWells Fargo Advisors Financial Network, LLCEdward Jones11-01-2019
Timothy J. KueberthM&T Securities, Inc.Edward Jones03-15-2019
Ryan Eric TownsleyTown CapitalEdward Jones11-29-2018
Alfred Thomas Duncan IIIAmeriprise Financial Services, LLCEdward Jones10-23-2018
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 Jones11-04-2016
Shelby H McGinleyRaymond James Financial Services, Inc.Edward Jones$5010-21-2016
William Lawrence Gaines Sr.Commonwealth Financial NetworkEdward Jones08-19-2016
Kevin Andrew VoellingPNC InvestmentsEdward Jones08-09-2016
Daniel Joshua SwainFounders Financial Securities LLCEdward Jones07-20-2016
Nathan Aaron CherryM&T Securities, Inc.Edward Jones06-01-2016
James Gregory GarnerRaymond James Financial Services, Inc.Edward Jones03-18-2016
Donna Fay SavageAmeriprise Financial Services, LLCEdward Jones06-30-2015
Eric Seth EislerCetera Investment Services LLCEdward Jones05-05-2015
Christopher William MamunesRailroad Street Wealth Management, LLCEdward Jones03-04-2015
Christopher James YansonRaymond James Financial Services, Inc.Edward Jones$10011-14-2014
Jeffrey S. 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 PriddyPNC InvestmentsEdward Jones03-04-2014
Ronald James MooreMorgan StanleyEdward Jones10-11-2013
Next Page »

Showing 1 to 25 of 47 entries

Page 1 | 2

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.