Advisers on the Move TEST

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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Dallas SnoufferEdward JonesStrategic Advisers LLC01-01-2010
Abigail Grace CrainAmeriprise Financial Services, LLCStrategic Advisers LLC08-04-2014
Bradley D. McElwainEdward JonesStrategic Advisers LLC05-02-2011
Brian R. BenacciScottrade Investment ManagementStrategic Advisers LLC01-30-2017
Christopher Allen MarburgerEdward JonesStrategic Advisers LLC04-09-2018
Jacob C. MercerEF Legacy Securities, LLCStrategic Advisers LLC10-31-2016
James Charles WoodsEdward JonesStrategic Advisers LLC01-12-2017
John Oliver WrightEdward JonesStrategic Advisers LLC05-18-2018
Matthew Scott PutneyEdward JonesStrategic Advisers LLC$5010-18-2013
Nicholas W. KingTD Ameritrade Investment Management, LLCStrategic Advisers LLC07-03-2018
Robert G. HortonCliftonLarsonAllen Wealth Advisors, LLCStrategic Advisers LLC11-15-2016
Ryan Vaughan HallEdward JonesStrategic Advisers LLC01-25-2016
Steven Willis ZahorskyEdward JonesStrategic Advisers LLC09-01-2015
Teresa Anne HayesCharles Schwab & Co., Inc.Strategic Advisers LLC05-22-2017
Todd Joseph BaeblerEdward JonesStrategic Advisers LLC$5001-06-2017
Todd Michael LongEF Legacy Securities, LLCStrategic Advisers LLC04-26-2017
William Laurenson LucasEdward JonesStrategic Advisers LLC11-13-2017

Showing 1 to 17 of 17 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.