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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Louis Earl Wray JrLPL Financial LLCEdward Jones03-06-2017
M Callen BanesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-02-2017
Tyler CampoMosaic Family Wealth, LLCEdward Jones01-11-2017
Nicholas BrueggemanWells Fargo Clearing Services, LLCEdward Jones11-16-2016
James Jason MillerStifel, Nicolaus & Company, IncorporatedEdward Jones09-16-2016
Benjamin Gregory TobenLPL Financial LLCEdward Jones$5008-31-2016
John WehmerLPL Financial LLCEdward Jones$15008-11-2016
Justin W MillerRaymond James Financial Services, Inc.Edward Jones$5008-05-2016
Mark T HemryRaymond James Financial Services, Inc.Edward Jones08-04-2016
Christian Michael GoekeWaddell & ReedEdward Jones07-25-2016
Michael Steven GryglewskiPruco Securities, LLC.Edward Jones07-13-2016
Christopher Michael ChambersWells Fargo Clearing Services, LLCEdward Jones07-08-2016
Eric Xavier AnderhubLPL Financial LLCEdward Jones$1005-26-2016
James BurkeyWells Fargo Clearing Services, LLCEdward Jones05-11-2016
Andrew B KazenPruco Securities, LLC.Edward Jones05-04-2016
Carla G CurryCetera Advisors LLCEdward Jones$3404-19-2016
Samuel Lewis BickelWells Fargo Clearing Services, LLCEdward Jones04-11-2016
Eric Michael WestallCentury Securities Associates, Inc.Edward Jones$10004-05-2016
David Wilson CrowAmeriprise Financial Services, LLCEdward Jones$1002-19-2016
Michael Chris UnnerstallCommerce Brokerage Services, Inc.Edward Jones12-09-2015
Nathan P MorseLPL Financial LLCEdward Jones11-30-2015
Maureen ZeuginWaddell & ReedEdward Jones11-10-2015
Christopher John HarwellWells Fargo Clearing Services, LLCEdward Jones11-05-2015
Joshua David WrightAmeriprise Financial Services, LLCEdward Jones$5010-30-2015
Leslie GreenmanCutter & Company, Inc.Edward Jones10-23-2015
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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.