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

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.