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
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Debra Feaser, Michael EisenbraunAmeriprise FinancialEdward Jones$21511-02-2018
Debra Ann FeaserAmeriprise Financial Services, Inc.Edward Jones$2511-02-2018
Michael V. EisenbraunAmeriprise Financial Services, Inc.Edward Jones11-02-2018
Marlene Andrea Raffington LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-12-2018
Michael VroomanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-24-2018
Andrew Joseph Montero IIIWells Fargo Clearing Services, LLCEdward Jones09-29-2017
Bryan Eric AbdelnoorSantander Securities LLCEdward Jones04-19-2017
Brian Alexander BattistaAXA Advisors, LLCEdward Jones03-17-2017
Maximus Michael DisesaKingsview Asset Management, LLCEdward Jones01-03-2017
Anthony SteelJ.P. Morgan Securities LLCEdward Jones12-27-2016
Ruvan Sanjeewa JagodaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-12-2016
Mariusz KuryloNYLIFE Securities LLCEdward Jones11-29-2016
Gregory Charles BurnsCantella & Co., Inc.Edward Jones$111-04-2016
Russell Joseph PintoVoya Financial Advisors, Inc.Edward Jones$110-28-2016
Celeste Simone BevilacquaStrategic Advisers LLCEdward Jones10-13-2016
Jody Lynn AngellottiWells Fargo Clearing Services, LLCEdward Jones09-16-2016
Thomas J MuscatoCommonwealth Financial NetworkEdward Jones09-06-2016
Evan Theodore Lewis Jr.Commonwealth Financial NetworkEdward Jones08-15-2016
William Andrew KoehlerKingsview Asset Management, LLCEdward Jones08-02-2016
Jason Paul CurtisLPL Financial LLCEdward Jones06-13-2016
Jason CurtisLPL FinancialEdward Jones$5006-13-2016
Brett Mitchell StagnittiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2016
Kelly OlczakLPL FinancialEdward Jones$11005-23-2016
Thomas WhalenLPL Financial LLCEdward Jones03-23-2016
Next Page »

Showing 1 to 25 of 103 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.


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