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
Walter A. JuarezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company07-09-2018
Michael James CaplesFarmers Financial Solutions, LLCCountry Capital Management Company01-29-2018
Benjamin Lee EdwardsEdward JonesCountry Capital Management Company08-14-2017
Ancle Ray EvansFirst Command Financial Planning, Inc.Country Capital Management Company05-31-2017
Donald Carlton Thomas Jr.Farmers Financial Solutions, LLCCountry Capital Management Company01-19-2017
Donald Wayne WhiteFarmers Financial Solutions, LLCCountry Capital Management Company01-09-2017
Steven Glenn HarveyEdward JonesCountry Capital Management Company02-02-2016
Karla Lee UkmanPruco Securities, LLC.Country Capital Management Company02-09-2015
Julie Christine KlinkEdward JonesCountry Capital Management Company08-12-2014
Bryce Clinton FitchEdward JonesCountry Capital Management Company05-02-2014
Wesley Dale SchummEdward JonesCountry Capital Management Company04-16-2014
Kelly Elizabeth RubyState Farm VP Management Corp.Country Capital Management Company01-20-2014
Shawn Raymond SmithEdward JonesCountry Capital Management Company12-17-2012
Matthew Shane BlevinsEdward JonesCountry Capital Management Company04-18-2011
Darl Jason BidlemanEdward JonesCountry Capital Management Company02-16-2010
Jamie Michels ChristensenEdward JonesCountry Capital Management Company05-26-2009
Timothy Hugh BrownEdward JonesCountry Capital Management Company$1007-06-2010

Showing 1 to 17 of 17 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. 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.


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