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
John D. HodgkinLPL Financial LLCEdward Jones04-01-2010
John David SimpsonRaymond James Financial Services, Inc.Edward Jones08-14-2015
John David ToddAmeriprise Financial Services, Inc.Edward Jones03-15-2017
John Davis FlemingDixon Hughes Goodman Wealth Advisors LLCEdward Jones03-09-2018
John Henry Sandmann IICapFinancial Securities, LLC.Edward Jones02-05-2016
John P. PasseyRaymond James Financial Services, Inc.Edward Jones06-20-2012
Jon Harper DorseyLincoln InvestmentEdward Jones05-18-2015
Jonathan JonesDeep River Capital Advisors, LLCEdward Jones02-02-2018
Joseph E. FowlerStratos Wealth PartnersEdward Jones11-05-2013
Josh A. GarbertAmeriprise Financial Services, Inc.Edward Jones07-31-2012
Justin William SmithRaymond James Financial Services, Inc.Edward Jones$2506-10-2016
Kelly Turner MorrisRaymond James Financial Services, Inc.Edward Jones10-12-2012
Kenneth Hedgecock BrownAmeriprise Financial Services, Inc.Edward Jones$1009-09-2016
Kevin Patrick RandallNorthwestern Mutual Investment Services, LLCEdward Jones$15006-17-2013
Kimberly S. HuntLPL Financial LLCEdward Jones11-10-2009
Kurt James FellingerWells Fargo Clearing Services, LLCEdward Jones01-03-2012
Laurence J. CasperOppenheimer & Co. Inc.Edward Jones11-28-2011
Luke Warren McKelvyCommonwealth Financial NetworkEdward Jones$1006-12-2013
Lynn Champion SelbyRaymond James Financial Services, Inc.Edward Jones$5006-30-2011
Mark Alan BehrensLPL Financial LLCEdward Jones03-04-2009
Martin M. SohovichAmeriprise Financial Services, Inc.Edward Jones02-12-2019
Marty Ray EdgeLPL Financial LLCEdward Jones05-27-2009
Mary Anne Leichliter-RiceNYLIFE Securities LLCEdward Jones02-26-2010
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones10-24-2012
Matthew William BagleyLPL Financial LLCEdward Jones01-23-2017
« Previous PageNext Page »

Showing 51 to 75 of 109 entries

Page 1 | 2 | 3 | 4 | 5

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.