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
Matthew William BagleyLPL Financial LLCEdward Jones01-23-2017
Casey Newsom BrightonLPL Financial LLCEdward Jones12-08-2016
Melissa Ragsdale HoldenLPL Financial LLCEdward Jones$2510-17-2016
Radford B. HydeEdward JonesEdward Jones10-10-2016
Adam Eric AckermanBNA WealthEdward Jones10-06-2016
Kenneth Hedgecock BrownAmeriprise Financial Services, LLCEdward Jones09-09-2016
Thomas Gregory DardenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2016
Sam Andrew MorrisonBB&T Investment Services, Inc.Edward Jones08-02-2016
Demaris Kirstin ArceneauxMML Investors Services, LLCEdward Jones08-02-2016
Brennon Lee MillsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-01-2016
Michael A McGilvaryLPL Financial LLCEdward Jones07-27-2016
Michael Allen Kirkendale-HaakVanguard Marketing CorporationEdward Jones07-26-2016
Gregory Yowell EllingtonRaymond James Financial Services, Inc.Edward Jones07-25-2016
Rebekah Warrick WebbLPL Financial LLCEdward Jones07-20-2016
Catherine Barker SmithRaymond James Financial Services, Inc.Edward Jones06-10-2016
Justin William SmithRaymond James Financial Services, Inc.Edward Jones06-10-2016
Travis Gene SalleyWells Fargo Clearing Services, LLCEdward Jones05-05-2016
Ricky Washington Jackson Jr.Vanguard Marketing CorporationEdward Jones04-25-2016
Jason D GranthamMML Investors Services, LLCEdward Jones04-19-2016
Geno JulianoWells Fargo Clearing Services, LLCEdward Jones04-15-2016
Samuel Lewis BickelWells Fargo Clearing Services, LLCEdward Jones04-11-2016
Wayne BlandSoutheast Investments, N.C., Inc.Edward Jones03-22-2016
Todd Robert DavisKalos Capital, Inc.Edward Jones03-01-2016
Brian Stephen ReppWells Fargo Clearing Services, LLCEdward Jones02-19-2016
Daniel Jun LeeMetLife Securities Inc.Edward Jones02-16-2016
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Showing 76 to 100 of 323 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.