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
David Paul MastersEdward JonesAccelerated Capital Group09-17-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
John Orville Lawrence IIEdward JonesADP Broker-Dealer, Inc.03-17-2017
Jason Dante OrsiniEdward JonesADP Broker-Dealer, Inc.07-05-2011
Ryan Edward MarquardEdward JonesAdvisors Asset Management, Inc.08-01-2016
Jason James DehneEdward JonesAegis Investments, Inc.05-22-2017
Clifton Delon BradleyEdward JonesAIG Capital Services, Inc.12-05-2017
Gregory LewandowskiEdward JonesAIG Capital Services, Inc.10-16-2017
Lucas Matthew LaddEdward JonesAIG Capital Services, Inc.05-01-2017
Devin T BartonEdward JonesAIG Capital Services, Inc.01-20-2017
Jayson BestEdward JonesAllen, Mooney & Barnes Brokerage Services, LLC03-29-2019
Julie Gerstmayr KellyEdward JonesAllianceBernstein Investments, Inc.06-07-2010
Brandon Sheppard WaltersEdward JonesAllianz Life Financial Services, LLC04-28-2014
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Ronald A. SchammertEdward JonesAllstate Financial Services, LLC05-10-2018
Chad Vaughn RosensteelEdward JonesAllstate Financial Services, LLC12-18-2017
Domenick Maurice CarofineEdward JonesAllstate Financial Services, LLC06-02-2016
Jimmy Allen GrigsbyEdward JonesAllstate Financial Services, LLC04-07-2014
James Gerald PerryEdward JonesAlphaStar Capital Management, LLC09-05-2014
Ryan Daniel KleissEdward JonesAmerican Century Investment Services Inc.04-08-2016
Susan F. DavisEdward JonesAmerican Century Investment Services Inc.06-06-2011
Timothy Clayton KrudwigEdward JonesAmerican Funds Distributors, Inc.04-09-2012
Vinh Hong MaEdward JonesAmerican Portfolios Financial Services, Inc.09-26-2016
Kent Laurence KernEdward JonesAmerican Portfolios Financial Services, Inc.01-03-2012
Patrick John McHaleEdward JonesAmeriprise Financial Services, Inc.07-22-2019
Next Page »

Showing 1 to 25 of 759 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.


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