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
Joshua Michael HayesBenjamin F. Edwards & Company, Inc.Waddell & Reed01-09-2019
Jennifer Malone, Andrew Rogers, Adam Hawley, Steve MinshullLPL FinancialWaddell & Reed$23208-21-2018
Stephen Charles MinshullLPL Financial LLCWaddell & Reed08-21-2018
Dilworth Dean LymanYour Financial PartnershipWaddell & Reed05-15-2018
Jennifer Marie StangleCambridge Investment Research, Inc.Waddell & Reed$103-05-2018
Ezekial Cody BlakeEdward JonesWaddell & Reed10-26-2017
James William PeaveyRubinBrown Advisors LLCWaddell & Reed08-15-2017
Wesley Lowell HazelriggWealthcare Advisory Partners LLCWaddell & Reed06-30-2017
Donna Lumpkin ZoellerSmith, Moore & Co.Waddell & Reed$4505-26-2017
Christopher Raymond WadeV Wealth Advisors LLCWaddell & Reed02-16-2017
Daniel Jules MayerEdward JonesWaddell & Reed$101-30-2017
Craig Joseph KurthV Wealth Advisors LLCWaddell & Reed01-06-2017
Joseph Hardy SimpsonEdward JonesWaddell & Reed10-03-2016
Timothy Brian SchulzeNationwide Securities, LLCWaddell & Reed08-18-2016
Bradley David PattersonEdward JonesWaddell & Reed08-01-2016
Ibukun O. AinaEdward JonesWaddell & Reed07-25-2016
Travis Earl CookLPL Financial LLCWaddell & Reed07-25-2016
David Michael HumesEdward JonesWaddell & Reed06-13-2016
Philip Martin WaltherMML Investors Services, LLCWaddell & Reed06-10-2016
Ethan Marc SilvermanMorgan StanleyWaddell & Reed$1,00005-19-2016
Cameron Austin ByrdSaxony Securities, Inc.Waddell & Reed01-05-2016
Brad Tyler GalyeanMutual of Omaha Investor Services, Inc.Waddell & Reed06-24-2015
John Andrew StewartMorgan StanleyWaddell & Reed$5004-27-2015
Lars Lael RaganIndependent Financial Group, LLCWaddell & Reed02-27-2015
Keith Edward MorrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed02-20-2015
Next Page »

Showing 1 to 25 of 45 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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