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
Zachery Daniel EdwardsWells Fargo Clearing Services, LLCEdward Jones11-13-2015
William Warren Armfield IICommonwealth Financial NetworkEdward Jones06-20-2014
William Steven CookeWells Fargo Clearing Services, LLCEdward Jones$2505-21-2013
William Scott MosesLPL Financial LLCEdward Jones$1007-01-2011
Travis Scott WarrenAmeriprise Financial Services, Inc.Edward Jones09-03-2015
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Thomas Gebbia Jr.Wells Fargo Clearing Services, LLCEdward Jones12-10-2015
Steven Patton GrantLPL Financial LLCEdward Jones12-14-2011
Steven Douglas BrackmanWells Fargo Clearing Services, LLCEdward Jones11-07-2014
Stephen Mark FuscoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-04-2017
Stephen Lee KiddAmeriprise Financial Services, Inc.Edward Jones$15007-22-2011
Stacy Lee HennesseeWells Fargo Clearing Services, LLCEdward Jones$5004-28-2017
Scott Bradley WattsWells Fargo Clearing Services, LLCEdward Jones04-21-2011
Ryan HerbinPNC InvestmentsEdward Jones01-24-2017
Robert William VolpeRaymond James Financial Services, Inc.Edward Jones$5009-16-2010
Robert Crosby AlgerRaymond James Financial Services, Inc.Edward Jones$10010-12-2012
Richard Kelley Downey IIWells Fargo Clearing Services, LLCEdward Jones06-04-2013
Randy A. OverbyAmeriprise Financial Services, Inc.Edward Jones12-09-2011
Phillip W. JordanWells Fargo Clearing Services, LLCEdward Jones$10003-09-2012
Nick BeardenStifel, Nicolaus & Company, IncorporatedEdward Jones$7508-01-2019
Nicholas Ryan DeneaultWaddell & ReedEdward Jones08-17-2010
Nathaniel Reed CoatsCetera Advisor Networks LLCEdward Jones11-23-2015
Michelle Lynna JenkinsRaymond James Financial Services, Inc.Edward Jones08-14-2009
Michael SharplesLPL Financial LLCEdward Jones05-26-2010
Michael Paul PhillipsAmeriprise Financial Services, Inc.Edward Jones$1005-12-2011
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Showing 1 to 25 of 109 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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