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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Emily Myre WillemsEdward JonesBB&T Securities, LLC04-01-2019
Hannah Elizabeth NearEdward JonesRaymond James Financial Services, Inc.03-27-2019
Brandon Ray HendricksEdward JonesFifth Third Securities, Inc.03-19-2019
Robyn Leah RobertsEdward JonesCetera Investment Services LLC03-18-2019
Vincent Gerard Depaola Jr.Edward JonesUBS Financial Services Inc.03-18-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Johnna Rene CroomEdward JonesBB&T Securities, LLC03-05-2019
Lucas Charles FoxEdward JonesEverence Trust Company03-01-2019
Charles Wesley JarvisEdward JonesAmplify Investments LLC02-25-2019
Daniel David RadcliffEdward JonesJ.P. Morgan Securities LLC02-21-2019
Joseph LehningEdward JonesMorgan Stanley02-20-2019
Julie MillerEdward JonesFirst Command Financial Planning, Inc.02-19-2019
Andres Ernesto JimenezEdward JonesWells Fargo Clearing Services, LLC02-04-2019
Laura Finney TownesEdward JonesBolton Global Capital02-04-2019
Michael John DebellisEdward JonesMadison Avenue Securities, LLC02-04-2019
Christopher Walter RiceEdward JonesPark Avenue Securities LLC$1002-01-2019
Kirk Eric DoyleEdward JonesLPL Financial LLC02-01-2019
Kyle Scott ParkinEdward JonesFidelity Brokerage Services LLC01-30-2019
Joseph O VigilEdward JonesQuest Capital Strategies, Inc.01-29-2019
Nancy Veronica AguileraEdward JonesBBVA Securities Inc.$101-29-2019
Hannah Rae LightfieldEdward JonesWoodbury Financial Services, Inc.01-28-2019
Charles Daguerre AlvareEdward JonesFortress Wealth Management, Inc.01-18-2019
Chrystian Alexander QuinonesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Joseph Anthony ParlavecchioEdward JonesFinancial Engines Advisors L.L.C.$1,00001-17-2019
Next Page »

Showing 1 to 25 of 1,237 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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