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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian James KirshmanRaymond James Financial Services, Inc.Edward Jones$15009-06-2019
Eric John TataCitizens Securities, Inc.Edward Jones08-20-2019
Eric John TataCitizens Securities, Inc.Edward Jones08-20-2019
Derek Lee CrihfieldAmeriprise Financial Services, Inc.Edward Jones07-05-2019
Larry Paul MarcusCitizens Securities, Inc.Edward Jones06-18-2019
Jeffrey Curtis LewisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-03-2019
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Delford Paul McCallister IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-09-2018
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Joseph Leo MitchellRaymond James Financial Services, Inc.Edward Jones$5010-15-2018
Chase HallL.M. Kohn & CompanyEdward Jones10-11-2018
Curtis A. PaulB. Riley FinancialEdward Jones$25010-08-2018
Christian John RetherAmeriprise Financial Services, Inc.Edward Jones08-17-2018
Benjamin William SchilligJ.P. Morgan Securities LLCEdward Jones04-24-2018
Drew R MantelAmeriprise Financial Services, Inc.Edward Jones03-23-2018
Heather Renee AllmanRaymond James Financial Services, Inc.Edward Jones03-09-2018
Michael Tim PowersAmeriprise Financial Services, Inc.Edward Jones$2502-23-2018
Shaun Thomas CarneyBolt Financial Group, IncEdward Jones01-29-2018
Johnny Wayne Dawson Jr.Ameriprise Financial Services, Inc.Edward Jones11-24-2017
Erik Wayne JohnsonCitizens Securities, Inc.Edward Jones11-21-2017
Jay SlouffmanProspera Financial ServicesEdward Jones$18611-03-2017
Jay R. SlouffmanProspera Financial Services, Inc.Edward Jones11-03-2017
Hayward T. EvansThe Huntington Investment CompanyEdward Jones10-12-2017
Jonathan VazquezPNC InvestmentsEdward Jones09-06-2017
Steve WrayRaymond JamesEdward Jones$7507-03-2017
Next Page »

Showing 1 to 25 of 96 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.

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