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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander L. SkabryCapital Guardian, LLCEdward Jones03-22-2010
Andrew David JaworskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-13-2014
Andrew Joseph MonteroWells Fargo Clearing Services, LLCEdward Jones09-29-2017
Ann Lucy HerreroAmeriprise Financial Services, LLCEdward Jones$10003-27-2015
Anthony Richard SurberLPL Financial LLCEdward Jones$1003-25-2011
Anthony SteelJ.P. Morgan Securities LLCEdward Jones12-27-2016
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Arthur Craigg McRaeWells Fargo Advisors Financial Network, LLCEdward Jones$5008-01-2014
Benjamin John NicholsonWells Fargo Clearing Services, LLCEdward Jones03-30-2012
Bradley Morgan HoltsCapital One Financial Advisors LLCEdward Jones04-24-2014
Brandon Michael CapicottoM&T Securities, Inc.Edward Jones11-17-2015
Brent Warren SalamoneChase Investment Services Corp.Edward Jones$1011-22-2010
Brett M. StagnittiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2016
Brian Alexander BattistaAXA Advisors, LLCEdward Jones03-17-2017
Brian Christopher HarwoodLPL Financial LLCEdward Jones03-09-2018
Brian William DalyChase Investment Services Corp.Edward Jones10-25-2010
Bryan Eric AbdelnoorSantander Securities LLCEdward Jones04-19-2017
Bryan S. HwangFidelity Brokerage Services LLCEdward Jones05-03-2010
Catherine J SturtevantCitizens Securities, Inc.Edward Jones09-06-2019
Celeste Simone BevilacquaFidelity Brokerage Services LLCEdward Jones08-11-2016
Cesar A LacerdaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-19-2017
Charles Robert SpeerAmeriprise Financial Services, LLCEdward Jones$2508-25-2011
Choddie Toi BryantMetLife Securities Inc.Edward Jones$1011-20-2010
Christopher DabroskiTIAA-CREF Individual & Institutional Services, LLCEdward Jones02-03-2016
Christopher Mark CouillardWaddell & ReedEdward Jones10-16-2014
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Showing 1 to 25 of 134 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.