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
Robert W. PhillipsFirst Command Financial Planning, Inc.Edward Jones11-19-2019
Lance Dawayne StanislausW&S Brokerage Services, Inc.Edward Jones10-22-2019
Johnny Butler Campbell IIWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones10-11-2019
Benjamin Gordon BaileyDMJ Wealth Advisors, LLCEdward Jones10-09-2019
Afya GabrielWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones10-08-2019
Nathan Curtis StoverHornor, Townsend & Kent, LLCEdward Jones09-04-2019
Brandon Lee WilliamsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones09-04-2019
Logan Jackson SmithM Holdings Securities, Inc.Edward Jones09-04-2019
Audrey Bourne GrimballPruco Securities, LLC.Edward Jones08-26-2019
Joseph Angelo GiordanoPark Avenue Securities LLCEdward Jones08-16-2019
Nicholas Robert BeardenStifel, Nicolaus & Company, IncorporatedEdward Jones$25008-01-2019
Devonte L IvoryW&S Brokerage Services, Inc.Edward Jones07-19-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Ashley Jennifer CedroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-12-2019
Amanda WhitlockWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones07-02-2019
Johnna Rene CroomFirst Citizens Investor Services, Inc.Edward Jones06-26-2019
Bruce A. BirdWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-24-2019
Henry KahenAmeriprise Financial Services, Inc.Edward Jones$50006-10-2019
David Ryan FordCopperleaf Capital, LLCEdward Jones05-31-2019
Todd Alan ProctorAXA Advisors, LLCEdward Jones$10005-01-2019
Antoine L. RandallPruco Securities, LLC.Edward Jones$15003-27-2019
Jan M. WilliamsPFS Investments Inc.Edward Jones$15003-21-2019
Donnie Dixon StilesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones03-20-2019
Wade Scott SchmidtLPL Financial LLCEdward Jones02-25-2019
Courtney H. WilliamsRaymond James Financial Services, Inc.Edward Jones$25002-22-2019
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Showing 1 to 25 of 297 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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