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
Donnie Dixon StilesWells Fargo Clearing Services, LLCEdward Jones03-20-2019
Courtney Heath WilliamsRaymond James Financial Services, Inc.Edward Jones$2502-22-2019
Martin Matthew SohovichAmeriprise Financial Services, Inc.Edward Jones02-12-2019
James Henry Johnson IIILPL Financial LLCEdward Jones09-10-2018
Cigi HollingsworthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-21-2018
Crystal Batchelor HardeeWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Eyan Michael TownsendWells Fargo Clearing Services, LLCEdward Jones$5003-29-2018
John Davis FlemingDixon Hughes Goodman Wealth Advisors LLCEdward Jones03-09-2018
Edward Terral HillLPL Financial LLCEdward Jones$103-01-2018
Jonathan JonesDeep River Capital Advisors, LLCEdward Jones02-02-2018
Jessica Marie Norris ChatmonLPL Financial LLCEdward Jones01-22-2018
Frederick David GuntherLPL Financial LLCEdward Jones$10001-18-2018
Eric Kenneth HaughwoutPNC InvestmentsEdward Jones12-12-2017
Barbara W. MullCambridge Investment Research, Inc.Edward Jones$5011-17-2017
Stephen Mark FuscoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-04-2017
Aaron Raymond SeymourPrincipal Securities, Inc.Edward Jones08-31-2017
Charles Jeffrey HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2017
Ashton Alexander BrownAXA Advisors, LLCEdward Jones05-22-2017
Stacy Lee HennesseeWells Fargo Clearing Services, LLCEdward Jones$5004-28-2017
Michele Lynn Hullett-ComptonJ.W. Cole Financial, Inc.Edward Jones$104-20-2017
John David ToddAmeriprise Financial Services, Inc.Edward Jones03-15-2017
Erin SabinAmeriprise Financial Services, Inc.Edward Jones02-01-2017
Ryan HerbinPNC InvestmentsEdward Jones01-24-2017
Matthew William BagleyLPL Financial LLCEdward Jones$2501-23-2017
Casey Newsom BrightonLPL Financial LLCEdward Jones12-08-2016
Next Page »

Showing 1 to 25 of 252 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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