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
Daniel Patrick CaseyAthena Advisory Services Inc.Edward Jones01-07-2019
Shane MyasAXA Advisors, LLCEdward Jones08-08-2018
Jeffrey D WilcoxLPL Financial LLCEdward Jones11-22-2017
Daegan Rene DebonoPruco Securities, LLC.Edward Jones11-06-2017
Matthew J. ListonCambridge Investment Research, Inc.Edward Jones07-11-2017
Anthony Rudy WilliamsPNC InvestmentsEdward Jones04-18-2017
Barry Ronald Heydenberk Jr.The O.N. Equity Sales CompanyEdward Jones01-31-2017
David Chuwei YuRaymond James Financial Services, Inc.Edward Jones$5001-06-2017
Jamar Armond BakerStrategic Advisers LLCEdward Jones11-16-2016
Karen L HeddleLPL Financial LLCEdward Jones$2510-25-2016
Mark William Scofield IIPNC InvestmentsEdward Jones10-21-2016
Piero Antonio VelasquezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-26-2016
Nghi T VanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-20-2016
Michael David PominvillePNC InvestmentsEdward Jones09-14-2016
Jesse Albert Parsley Jr.PNC InvestmentsEdward Jones08-17-2016
Ronald Jiwon KimMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2016
David Patrick Parr IIKingsview Asset Management, LLCEdward Jones06-22-2016
Paul Edward HuizingaFifth Third Securities, Inc.Edward Jones06-21-2016
Kyle Joseph WatkinsRegulus Advisors, LLCEdward Jones06-16-2016
David Mark DellerRaymond James Financial Services, Inc.Edward Jones06-14-2016
Mark Lewis Kerr Jr.Commonwealth Financial NetworkEdward Jones05-20-2016
Robert Anderson PearlCIG SecuritiesEdward Jones04-27-2016
Cody Russell TellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2016
Mitchell Lee WassinkCetera Advisors LLCEdward Jones04-06-2016
Phyllis Anne SarabynPFS Investments Inc.Edward Jones03-17-2016
Next Page »

Showing 1 to 25 of 160 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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