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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey A. GrabowskiEdward JonesAXA Advisors, LLC09-20-2018
Ryan James CarterEdward JonesAXA Advisors, LLC06-04-2018
Brett Matthew SmootEdward JonesAXA Advisors, LLC04-02-2018
Anthony Robert DedierEdward JonesAXA Advisors, LLC03-20-2018
Danny Ray Blanks Jr.Edward JonesAXA Advisors, LLC10-17-2017
Corey James LehanEdward JonesAXA Advisors, LLC10-04-2017
Richard HinkleLPL Financial LLCAXA Advisors, LLC09-15-2017
Brittani Marie TilleyEdward JonesAXA Advisors, LLC06-19-2017
Jason Wesley SuggsEdward JonesAXA Advisors, LLC05-15-2017
Derek SmithEdward JonesAXA Advisors, LLC05-11-2017
Azin KaiserMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-20-2016
Stewart ScharfEdward JonesAXA Advisors, LLC10-03-2016
Suzanne Fawsett ReamsEdward JonesAXA Advisors, LLC07-25-2016
Shelby Erin TerrillCentury Securities Associates, Inc.AXA Advisors, LLC$1306-29-2016
Deborah Kay EdwardsSummit Wealth StrategiesAXA Advisors, LLC06-21-2016
Allison Mehlhorn FuehnePurshe Kaplan Sterling InvestmentsAXA Advisors, LLC03-18-2016
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
Kayla Renee NiemanSummit Wealth StrategiesAXA Advisors, LLC02-17-2016
William Oliver Woody IIISummit Wealth StrategiesAXA Advisors, LLC02-09-2016
Zachary Taylor BessWells Fargo Clearing Services, LLCAXA Advisors, LLC07-29-2015
Glenn Paul BeckmannVoya Financial Advisors, Inc.AXA Advisors, LLC01-05-2015
Darren Paul SummersPrincipal Securities, Inc.AXA Advisors, LLC11-05-2014
Eric David MattisonEdward JonesAXA Advisors, LLC09-15-2014
Next Page »

Showing 1 to 25 of 44 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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