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
Nick Bearden Stifel, Nicolaus & Company, IncorporatedEdward Jones$7508-01-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
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
Next Page »

Showing 1 to 25 of 254 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.