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
Alexander Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Shean Elton FletcherLPL Financial LLCEdward Jones$110-05-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1004-13-2018
Jeffrey Lee GoffWaddell & ReedEdward Jones$15003-13-2018
Jason Allan KrekeLPL Financial LLCEdward Jones02-27-2018
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$2611-13-2017
Jonathan Stewart AllardWells Fargo Clearing Services, LLCEdward Jones11-02-2017
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones$5010-31-2017
Jeffrey Traviss KingCommunityAmerica Financial Solutions, LLCEdward Jones08-09-2017
Stephen Ray WhiteThe O.N. Equity Sales CompanyEdward Jones07-17-2017
William Joel IdlemanCambridge Investment Research, Inc.Edward Jones07-17-2017
David Anthony KasichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2017
Andrew Joseph FretwellCrown Capital Securities, L.P.Edward Jones06-26-2017
Daniel Abraham OschmannLPL Financial LLCEdward Jones06-23-2017
David WernerWells Fargo Clearing Services, LLCEdward Jones06-20-2017
Gary Dennis Cox Jr.U.S. Bancorp Investments, Inc.Edward Jones05-22-2017
Joseph Dival VroomWells Fargo Clearing Services, LLCEdward Jones05-08-2017
Joseph A MetcalfBuckingham Strategic WealthEdward Jones04-14-2017
Kevin Warren YingstLPL Financial LLCEdward Jones$5003-20-2017
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Louis WrayLPL FinancialEdward Jones$12103-06-2017
Jason Bradford DickinsonRaymond James Financial Services, Inc.Edward Jones02-10-2017
Donald Troy ViethSigma Financial CorporationEdward Jones01-12-2017
Tyler CampoMosaic Family Wealth, LLCEdward Jones01-11-2017
Next Page »

Showing 1 to 25 of 238 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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