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
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Andrew B. KazenPruco Securities, LLC.Edward Jones05-04-2016
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$1010-09-2012
Andrew Joseph ConranCentury Securities Associates, Inc.Edward Jones04-27-2012
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones$1010-31-2017
Annmarie HoerrSagePoint Financial, Inc.Edward Jones11-16-2011
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$2611-13-2017
Benjamin Gregory TobenLPL Financial LLCEdward Jones$1008-31-2016
Brad DieckhausMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-16-2015
Brian Lee BoehleLPL Financial LLCEdward Jones08-17-2015
Brian Raymond GregorekBuckingham Strategic WealthEdward Jones07-31-2012
Brianne M. LeroyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2014
Brittany Ann ParkerStifel, Nicolaus & Company, IncorporatedEdward Jones06-02-2014
Casey W. StickAmeriprise Financial Services, Inc.Edward Jones07-22-2019
Christopher James RobbCutter & Company, Inc.Edward Jones11-21-2012
Christopher John HarwellWells Fargo Clearing Services, LLCEdward Jones11-05-2015
Christopher Jon SwensonLPL Financial LLCEdward Jones$5007-29-2013
Christopher Scott AndersonLPL Financial LLCEdward Jones10-27-2014
Clyde Duane SmithU.S. Bancorp Investments, Inc.Edward Jones05-21-2013
Corey M. StackhouseHuntleigh Securities CorporationEdward Jones07-11-2018
Craig J. GissyCutter & Company, Inc.Edward Jones$2508-06-2013
Curtis Randall GreenLPL Financial LLCEdward Jones10-31-2016
Dale Ross HicksTD Ameritrade Investment Management, LLCEdward Jones10-11-2011
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Showing 1 to 25 of 123 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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