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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Benjamin Ryan CampbellJ.P. Morgan Securities LLCEdward Jones10-09-2020
Sonia Daphne DavenportCharles Schwab & Co., Inc.Edward Jones10-06-2020
Randa HoffmanRADIANT WEALTH PLANNINGEdward Jones10-02-2020
Ryan BaumbachLighthouse FinancialEdward Jones10-01-2020
Keenen Darrell LeakeCUNA Brokerage Services, Inc.Edward Jones10-01-2020
Andrea N SmalleyPortfolio Medics, LLCEdward Jones09-18-2020
Connor B AndersonCharles Schwab & Co., Inc.Edward Jones09-15-2020
Brittani Corren CooperArete Wealth Management, LLCEdward Jones09-11-2020
Linda Marie RichardsMorgan StanleyEdward Jones08-26-2020
Brandt Beowolf HofstetterPruco Securities, LLC.Edward Jones08-05-2020
Wesley Jack BurrellLPL Financial LLCEdward Jones07-20-2020
Nicole Anna Marie McIlwaineRaymond James & Associates, Inc.Edward Jones$5006-15-2020
Nathanael R RoettoMorgan StanleyEdward Jones06-12-2020
Andrew Curtis StotlerLPL Financial LLCEdward Jones$2504-20-2020
Cynthia Kay WhitmanCutter & Company, Inc.Edward Jones03-09-2020
Brendan SullivanWells Fargo Clearing Services, LLCEdward Jones12-02-2019
Thomas Richard WrightPruco Securities, LLC.Edward Jones$15011-29-2019
Freddie Thomas Everett JrHardiman Investment Management, Inc.Edward Jones10-15-2019
Garrett Samuel TingleRoyal Alliance Associates, Inc.Edward Jones09-30-2019
Timothy Scott WingenbachArlington Securities, Inc.Edward Jones08-29-2019
Kevin P Shaughnessy SrU.S. Bancorp Investments, Inc.Edward Jones08-15-2019
Justin Curtis RueterPNC InvestmentsEdward Jones08-15-2019
Teresa Margaret WhiteLPL Financial LLCEdward Jones08-12-2019
Steven Gerard EhrhardMML Investors Services, LLCEdward Jones07-31-2019
Casey W StickAmeriprise Financial Services, LLCEdward Jones07-22-2019
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Showing 1 to 25 of 155 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.