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. C. Brown Jr.K. W. Chambers & Co.Edward Jones$25009-06-2019
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Aaron J RigdonCetera Investment Services LLCEdward Jones$10010-27-2009
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones$10002-13-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Almon P DuffyMorgan StanleyEdward Jones04-11-2011
Andrew B. KazenPruco Securities, LLC.Edward Jones05-04-2016
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$10010-09-2012
Andrew Joseph ConranCentury Securities Associates, Inc.Edward Jones04-27-2012
Andrew Joseph FretwellCrown Capital Securities, L.P.Edward Jones06-26-2017
Andrew Timothy ClaryFirst Brokerage America, LLCEdward Jones10-09-2012
Angela Marie CaroselloFirst Heartland Capital, Inc.Edward Jones$25004-16-2012
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones$10010-31-2017
Annmarie HoerrSagePoint Financial, Inc.Edward Jones11-16-2011
Anthony A. StrikerDuncan Financial Management, Inc.Edward Jones01-04-2018
Anthony Markland DonnellyAmeriprise Financial Services, Inc.Edward Jones11-26-2010
Antonio Deniro McdonaldWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones11-01-2018
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Ashley Kohm WunderlichMoneta Group Investment Advisors, LLCEdward Jones01-15-2019
Austin Clayton RoberdsNorthwestern Mutual Investment Services, LLCEdward Jones04-24-2009
Austin Ryan WeeseU.S. Bancorp Investments, Inc.Edward Jones02-16-2018
Barbara Ellen GrosseCountry Capital Management CompanyEdward Jones$10010-20-2009
Barry Don HickmanBenjamin F. Edwards & Company, Inc.Edward Jones$50012-02-2013
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$26011-13-2017
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Showing 1 to 25 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.


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