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
Michael Grant BrumleyMadison Avenue Securities, LLCFarmers Financial Solutions, LLC02-13-2019
Gregory Hunt OlingerThe O.N. Equity Sales CompanyFarmers Financial Solutions, LLC$102-01-2019
Anthony Eugene UrrutiaEdward JonesFarmers Financial Solutions, LLC09-12-2018
Andrew C. HaleEdward JonesFarmers Financial Solutions, LLC09-10-2018
Keith Robert Collins IIEdward JonesFarmers Financial Solutions, LLC07-10-2018
Daniel Robert BrownEdward JonesFarmers Financial Solutions, LLC05-01-2018
Robert Horace Parker Jr.HD Vest Investment ServicesFarmers Financial Solutions, LLC04-19-2018
Todd Huebler IIEdward JonesFarmers Financial Solutions, LLC02-05-2018
Lawrence Lee ByarsEdward JonesFarmers Financial Solutions, LLC01-18-2018
Kaci Anne JonesMutual of Omaha Investor Services, Inc.Farmers Financial Solutions, LLC10-16-2017
Jeffrey Dean HendersonEdward JonesFarmers Financial Solutions, LLC05-18-2017
Michele Dene' LongINVEST Financial CorporationFarmers Financial Solutions, LLC05-01-2017
Charles Edwin HellumsEdward JonesFarmers Financial Solutions, LLC04-18-2017
Victoria StegmannAmeriprise Financial Services, Inc.Farmers Financial Solutions, LLC02-03-2017
Lance Eugene WileyThrivent Investment Management Inc.Farmers Financial Solutions, LLC06-13-2016
Laura Lee NeedsEdward JonesFarmers Financial Solutions, LLC$15002-10-2016
Blake Joseph RobbinsNorthwestern Mutual Investment Services, LLCFarmers Financial Solutions, LLC07-15-2015
Jett Barker SmithEdward JonesFarmers Financial Solutions, LLC07-01-2015
Cheryl Lynn BuserEdward JonesFarmers Financial Solutions, LLC05-07-2015
Drew David Howard Jr.Edward JonesFarmers Financial Solutions, LLC$105-04-2015
Timothy Michael NolanPruco Securities, LLC.Farmers Financial Solutions, LLC09-22-2014
Joseph Francis Altebaumer Jr.Edward JonesFarmers Financial Solutions, LLC05-20-2014
Shayla Dawn NesbyEdward JonesFarmers Financial Solutions, LLC03-12-2014
Gregory Scott AustinEdward JonesFarmers Financial Solutions, LLC11-18-2013
Kevin Dale WillinghamEdward JonesFarmers Financial Solutions, LLC11-19-2012
Next Page »

Showing 1 to 25 of 29 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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