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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alysa Ann RaymondU.S. Bancorp Investments, Inc.Commerce Brokerage Services, Inc.01-05-2011
Anthony Andrew FaulknerU.S. Bancorp Investments, Inc.UMB Financial Services, Inc.$50011-22-2010
Anthony Aven LyonsU.S. Bancorp Investments, Inc.PNC Investments09-12-2013
Austin Ryan WeeseU.S. Bancorp Investments, Inc.Edward Jones02-16-2018
Ben L Lane Ellerbe Jr.U.S. Bancorp Investments, Inc.PNC Investments12-20-2017
Bradley Wayne PrewittU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2010
Brannon Alexander CarterU.S. Bancorp Investments, Inc.Edward Jones$10005-31-2011
Brent A CaswellU.S. Bancorp Investments, Inc.Edward Jones05-24-2013
Brian A PowellU.S. Bancorp Investments, Inc.Wells Fargo Advisors Financial Network, LLC$50001-29-2010
Bryan Wayne SmithU.S. Bancorp Investments, Inc.Edward Jones$10006-01-2011
Christopher Barnes HibbardU.S. Bancorp Investments, Inc.Morgan Stanley$25011-19-2010
Christopher Louis HutsonU.S. Bancorp Investments, Inc.Northwestern Mutual Investment Services, LLC$25009-12-2016
Clyde Duane SmithU.S. Bancorp Investments, Inc.Edward Jones$50005-21-2013
Crystal Moeglin BurnsU.S. Bancorp Investments, Inc.Stifel, Nicolaus & Company, Incorporated10-11-2017
Curt Michael KruseU.S. Bancorp Investments, Inc.Morgan Stanley$10011-29-2010
Daryl Roam GourleyU.S. Bancorp Investments, Inc.Edward Jones06-29-2012
David Charles IrwinU.S. Bancorp Investments, Inc.PNC Investments10-08-2010
Diane Isabela FredericksU.S. Bancorp Investments, Inc.Edward Jones09-30-2011
Gary Dennis Cox Jr.U.S. Bancorp Investments, Inc.Edward Jones$15005-22-2017
Gregory Paul EntzerothU.S. Bancorp Investments, Inc.Stifel, Nicolaus & Company, Incorporated$10004-16-2010
Grover Cleaveland MusserU.S. Bancorp Investments, Inc.Mariner Wealth Advisors$50005-03-2018
Grover Cleaveland MusserU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$25002-16-2011
Jacob Jennings SloanU.S. Bancorp Investments, Inc.Edward Jones02-16-2011
James Stuart LindererU.S. Bancorp Investments, Inc.BFC Planning, Inc.10-13-2016
James Theodore Morris IIIU.S. Bancorp Investments, Inc.Edward Jones$25006-10-2013
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Showing 1 to 25 of 72 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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