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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lincoln Jay AndersonEdward JonesAmeriTrust Investment Advisors Inc.12-06-2016
Charles W. JarvisEdward JonesAmplify Investments LLC02-25-2019
Paul Gerard BushellWells Fargo Clearing Services, LLCAon Securities LLC04-24-2015
Mark Louis MerlottiSecurian Financial Services, Inc.Aon Securities LLC12-24-2014
Melissa Sue MillerEdward JonesApex Clearing Corporation02-12-2018
Barbara Archer, Mark Schweiss, Karen Meers, Patty McClainHightower AdvisorsArcher Wealth Management$40006-08-2016
Jeremy Owen HebertEdward JonesArgent Advisors, Inc.$2503-06-2015
Charles Franklin WeedFiduciary Tactical Strategies, Inc.Arlington Securities, Inc.12-10-2013
Michelle R. SmithLPL Financial LLCArvest Wealth Management$1711-02-2016
Brittany Elaine CrossFirst Heartland Capital, Inc.Avalon Investment & Securities Group, Inc.04-01-2013
Theresa Anne HarrisonEdward JonesAXA Advisors, LLC05-13-2019
Ryan James CarterEdward JonesAXA Advisors, LLC06-04-2018
Brett Matthew SmootEdward JonesAXA Advisors, LLC04-02-2018
Brittani Marie TilleyEdward JonesAXA Advisors, LLC06-19-2017
Suzanne F. ReamsEdward JonesAXA Advisors, LLC07-25-2016
Shelby E. TerrillCentury Securities Associates, Inc.AXA Advisors, LLC$1306-29-2016
Deborah Kay EdwardsSummit Wealth StrategiesAXA Advisors, LLC06-21-2016
Peter James DonovanSummit Wealth StrategiesAXA Advisors, LLC02-24-2016
Gary Wayne OttSummit Wealth StrategiesAXA Advisors, LLC02-22-2016
Kurt Thomas PropstSummit Wealth StrategiesAXA Advisors, LLC02-19-2016
Allison Mehlhorn FuehneSummit Wealth StrategiesAXA Advisors, LLC02-19-2016
Kayla Renee NiemanSummit Wealth StrategiesAXA Advisors, LLC02-17-2016
William Oliver Woody IIISummit Wealth StrategiesAXA Advisors, LLC02-09-2016
Darren Paul SummersPrincipal Securities, Inc.AXA Advisors, LLC11-05-2014
Donald Justin ThrashEdward JonesAXA Advisors, LLC05-16-2014
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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