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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Joshua C. ThornhillCenter Street Securities, Inc.MML Investors Services, Inc.06-13-2019
Jacquelyn J. MajorosNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Joseph Lee BauwensNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Chasten L BoenNBC Securities, Inc.First State Financial Management, Inc.06-07-2019
Paul Donavan RoneNBC Securities, Inc.First Financial Management, Inc.06-06-2019
Tyler Mcknight BurgessVoya Financial Advisors, Inc.The O.N. Equity Sales Company06-05-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Robert Michael MossU.S. Bancorp Investments, Inc.Morgan Stanley05-28-2019
Anthony Michael ManasseriPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2019
Emily Myre WillemsEdward JonesBB&T Securities, LLC04-01-2019
Hannah Elizabeth NearEdward JonesRaymond James Financial Services, Inc.03-27-2019
Brandon Ray HendricksEdward JonesFifth Third Securities, Inc.03-19-2019
Robyn Leah RobertsEdward JonesCetera Investment Services LLC03-18-2019
Vincent Gerard Depaola Jr.Edward JonesUBS Financial Services Inc.03-18-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Johnna Rene CroomEdward JonesBB&T Securities, LLC03-05-2019
Lucas Charles FoxEdward JonesEverence Trust Company03-01-2019
Charles Wesley JarvisEdward JonesAmplify Investments LLC02-25-2019
Daniel David RadcliffEdward JonesJ.P. Morgan Securities LLC02-21-2019
Joseph LehningEdward JonesMorgan Stanley02-20-2019
Julie MillerEdward JonesFirst Command Financial Planning, Inc.02-19-2019
Michael Grant BrumleyMadison Avenue Securities, LLCFarmers Financial Solutions, LLC02-13-2019
Andres Ernesto JimenezEdward JonesWells Fargo Clearing Services, LLC02-04-2019
Laura Finney TownesEdward JonesBolton Global Capital02-04-2019
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Showing 1 to 25 of 3,470 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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