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
Kevin James WalkerEdward JonesThrivent Investment Management Inc.07-27-2018
Seth Jacob CollinsEdward JonesLPL Financial LLC$5007-27-2018
David Scott EmshoffMML Investors Services, LLCHuntleigh Securities Corporation$2507-25-2018
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$5007-24-2018
Brandon Scott WarresEdward JonesE*TRADE Securities LLC07-23-2018
Lennis Louise MoorePackerland Brokerage Services, Inc.Securities America, Inc.$107-18-2018
John Stanton BurnsOakview Wealth Solutions LLCStifel, Nicolaus & Company, Incorporated07-17-2018
Barbara HughesStifel Nicolaus & Co.Bank of America Merrill Lynch$6007-16-2018
Amy Lynn PalmerEdward JonesCambridge Investment Research, Inc.07-16-2018
Don Edward MckinleyFortify Wealth, Inc.Kestra Investment Services, LLC07-16-2018
Leigh Ann HarrisEdward JonesHorace Mann Investors, Inc.07-16-2018
Keith Robert Collins IIEdward JonesFarmers Financial Solutions, LLC07-10-2018
Michael James DelaneyEdward JonesTD Ameritrade, Inc.07-09-2018
Walter A. JuarezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company07-09-2018
Barbara Rae HughesStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-02-2018
Lars Dean OmlidMoloney Securities Co., Inc.Financial Planning Consultants, Inc.07-02-2018
Vincent C NockowskiEdward JonesMorgan Stanley07-02-2018
Drew David Howard Jr.Edward JonesLincoln Financial Advisors Corporation$106-29-2018
Shawn Lee EhrhardtWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$2506-28-2018
Brian Bell, Aaron FosterRBC Wealth ManagementJPMorgan Chase & Co.$20006-26-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Cody Charles RiestererEdward JonesCharles Schwab & Co., Inc.06-25-2018
Daniel Ray HermanEdward JonesTD Ameritrade, Inc.06-25-2018
Danny Joe Petty Jr.Edward JonesRaymond James & Associates, Inc.06-25-2018
Kevin Michael BeahanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-22-2018
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Showing 201 to 225 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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