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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Patrick LoyetAmeriprise Financial Services, LLCEdward Jones$10007-05-2019
Larry Lee FoxworthyAmeriprise Financial Services, LLCEdward Jones11-25-2016
Peggy Ann BeckenhauerAmeritas Investment Company, LLCEdward Jones$5009-23-2011
Matthew Charles FoxBerthel, Fisher & Company Financial Services, Inc.Edward Jones10-11-2010
Robert Michael WellmanCetera Advisor Networks LLCEdward Jones$15011-15-2019
Paul GanowCetera Advisor Networks LLCEdward Jones08-08-2019
Susan PowersCetera Advisors LLCEdward Jones03-23-2020
Brian Christopher FitzpatrickFBL Marketing Services, LLCEdward Jones$15006-25-2019
Michael Tracey CosgroveFBL Marketing Services, LLCEdward Jones02-14-2012
Trevor Olaf JohnsonJ.W. Cole Financial, Inc.Edward Jones10-19-2015
Eric Randall JonesJ.W. Cole Financial, Inc.Edward Jones$2501-17-2012
Sherman W TegtmeierJ.W. Cole Financial, Inc.Edward Jones$5012-20-2011
Timothy John ZielinskiMorgan StanleyEdward Jones$1,00008-05-2011
Steven RyherdNelson, Van Denburg & Campbell Wealth Management Group, LLCEdward Jones10-31-2018
Matthew C PinkertonPruco Securities, LLC.Edward Jones01-16-2020
Nickolaus Lee ShannonPruco Securities, LLC.Edward Jones11-20-2017
Brett Allen RennerQuantum Financial Partners LLCEdward Jones03-11-2016
John Robert KampRaymond James & Associates, Inc.Edward Jones$5002-14-2020
Karl Douglas RohrbaughRaymond James & Associates, Inc.Edward Jones$2502-02-2018
John Alan DufekRaymond James & Associates, Inc.Edward Jones$15005-13-2016
Jon Robert HansenRaymond James Financial Services, Inc.Edward Jones01-07-2019
Joseph William MissmanSecurities America, Inc.Edward Jones05-03-2019
Andrew John EmkenSecurities America, Inc.Edward Jones$5012-03-2013
Adam M FrankTD Ameritrade Investment Management, LLCEdward Jones06-15-2011
Luke K RihanekU.S. Bancorp Investments, Inc.Edward Jones04-25-2012
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Showing 1 to 25 of 32 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.