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
Mitchell John TuninkAmeritas Investment Corp.Edward Jones01-06-2009
Matthew Charles FoxBerthel, Fisher & Company Financial Services, Inc.Edward Jones$1010-11-2010
Andrew Michael AgreeWaddell & ReedEdward Jones$1002-27-2011
Adam M. FrankTD Ameritrade Investment Management, LLCEdward Jones06-15-2011
Billy James FunderburkSecurities America, Inc.Edward Jones$1007-08-2011
Timothy John ZielinskiMorgan StanleyEdward Jones$1008-05-2011
Peggy Ann BeckenhauerAmeritas Investment Corp.Edward Jones09-23-2011
Tyler John WilliamsWaddell & ReedEdward Jones11-15-2011
Sherman W. TegtmeierJ.W. Cole Financial, Inc.Edward Jones12-20-2011
Michael Tracey CosgroveFBL Marketing Services, LLCEdward Jones02-14-2012
Luke K. RihanekU.S. Bancorp Investments, Inc.Edward Jones04-25-2012
Andrew ArkfieldWells Fargo AdvisorsEdward Jones$10805-15-2012
Carl J. TeplyThrivent Investment Management Inc.Edward Jones08-29-2013
Michael Jack KritikosWells Fargo Clearing Services, LLCEdward Jones$1009-03-2013
Andrew John EmkenSecurities America, Inc.Edward Jones12-03-2013
Trevor Olaf JohnsonJ.W. Cole Financial, Inc.Edward Jones$1010-19-2015
John Alan DufekRaymond James & Associates, Inc.Edward Jones$15005-13-2016
Ryan Daniel WindhorstWells Fargo Clearing Services, LLCEdward Jones08-19-2016
Larry Lee FoxworthyAmeriprise Financial Services, Inc.Edward Jones11-25-2016
Karl D. RohrbaughRaymond James & Associates, Inc.Edward Jones$2502-02-2018
Michael Frederick WeisterThrivent Investment Management Inc.Edward Jones$15005-03-2018
Katherine Anne DerissonHighTower Securities, LLCEdward Jones08-28-2018
Jeffrey Lynn MewsWoodmen Financial Services, Inc.Edward Jones11-09-2018
Jon Robert HansenRaymond James Financial Services, Inc.Edward Jones01-07-2019
Joseph William MissmanSecurities America, Inc.Edward Jones05-03-2019
Next Page »

Showing 1 to 25 of 27 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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