Advisers on the Move TEST

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 Carlton CauthornLPL Financial LLCEdward Jones$26011-13-2017
Anthony A. StrikerDuncan Financial Management, Inc.Edward Jones01-04-2018
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones$10002-13-2018
Austin Ryan WeeseU.S. Bancorp Investments, Inc.Edward Jones02-16-2018
Jason Allan KrekeLPL Financial LLCEdward Jones$10002-27-2018
Ryan John GodierStifel, Nicolaus & Company, IncorporatedEdward Jones03-05-2018
Jeffrey Lee GoffWaddell & ReedEdward Jones$15003-13-2018
William John AndersonHuntleigh Securities CorporationEdward Jones$10004-02-2018
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10004-13-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Bret S. CarterWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones07-02-2018
Corey M. StackhouseHuntleigh Securities CorporationEdward Jones07-11-2018
Robert Angel MolinaSeverin Investments LLCEdward Jones08-02-2018
Brian Jacob KnappTD Ameritrade Investment Management, LLCEdward Jones08-17-2018
Matthew Edward EhrenreichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2018
Ryan C. JuddW&S Brokerage Services, Inc.Edward Jones09-12-2018
Chad Jacob WarrenLPL Financial LLCEdward Jones$15009-17-2018
Blaise HeckmanMML Investors Services, LLCEdward Jones$15009-25-2018
Edward Lawrence InchiostroCetera Investment Services LLCEdward Jones$15010-01-2018
Shean Elton FletcherLPL Financial LLCEdward Jones$10010-05-2018
Keaten Allen LandisNYLIFE Securities LLCEdward Jones10-25-2018
Antonio Deniro McdonaldWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones11-01-2018
Samantha Lynn TitchenalWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones12-03-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Justin Curtis RueterCompass Retirement Group LLCEdward Jones12-19-2018
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Showing 251 to 275 of 297 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.