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
George Wayne HinkleRBC Capital Markets, LLCJ.P. Morgan Securities LLC03-14-2019
John Michael BaggettEdward JonesJ.P. Morgan Securities LLC11-12-2018
Grace Elizabeth MeadEdward JonesJ.P. Morgan Securities LLC10-08-2018
William Michael O'NealEdward JonesJ.P. Morgan Securities LLC09-18-2018
William Edward PeeplesEdward JonesJ.P. Morgan Securities LLC08-21-2018
Matthew D. JensenEdward JonesJ.P. Morgan Securities LLC08-20-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Nathaniel C. BeaverEdward JonesJ.P. Morgan Securities LLC04-19-2018
Bradley Ryan HamblinEdward JonesJ.P. Morgan Securities LLC$5004-02-2018
Judith Rubin McAnawEdward JonesJ.P. Morgan Securities LLC03-12-2018
Meghan Alicia HaynesEdward JonesJ.P. Morgan Securities LLC02-28-2018
Max C. ShanleyEdward JonesJ.P. Morgan Securities LLC01-19-2018
Alexander Stephen CamachoEdward JonesJ.P. Morgan Securities LLC12-20-2017
Alexander Wren ReubenEdward JonesJ.P. Morgan Securities LLC09-25-2017
Sara A. NewburnThrivent Investment Management Inc.J.P. Morgan Securities LLC09-07-2017
Douglas C. BrennanEdward JonesJ.P. Morgan Securities LLC08-04-2017
Kira P. ColeEdward JonesJ.P. Morgan Securities LLC06-22-2017
Hope Lyn PollmannEdward JonesJ.P. Morgan Securities LLC05-26-2017
Brandon V. AllenEdward JonesJ.P. Morgan Securities LLC03-28-2017
Angel E. Morales-AtallahEdward JonesJ.P. Morgan Securities LLC03-28-2017
Rajnish BhuyanRaymond James & Associates, Inc.J.P. Morgan Securities LLC$24402-08-2017
Jill Garvey LohrRaymond James & Associates, Inc.J.P. Morgan Securities LLC$2502-08-2017
Martin Kyle RuetherRaymond James & Associates, Inc.J.P. Morgan Securities LLC02-08-2017
Meghan Taurus CaseyEdward JonesJ.P. Morgan Securities LLC10-27-2016
Marvin Darryl AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-16-2016
Next Page »

Showing 1 to 25 of 38 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. 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.


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.