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
Robin Lynette Larue-BeasleyLPL Financial LLCEdward Jones03-09-2012
Robert Stephan RuckmanCetera Advisors LLCEdward Jones$1003-02-2012
Kenneth M. ReedRaymond James Financial Services, Inc.Edward Jones02-17-2012
Michael Casey DonahueMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-14-2011
Kraig Kerry KellerCetera Advisors LLCEdward Jones10-03-2011
Madeline Jo ThompsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1008-08-2011
Bruce E. LeimbachLPL Financial LLCEdward Jones07-05-2011
Gary Ray JohnsLPL Financial LLCEdward Jones$2506-07-2011
Lamont Maurice StewartCetera Advisors LLCEdward Jones$1002-25-2011
Patrick Donald PepperLPL Financial LLCEdward Jones12-03-2010
Matthew Andrew NortonMcDonald Partners LLCEdward Jones11-24-2010
Andrew Paul LarnedMorgan StanleyEdward Jones$1010-08-2010
Robert David O'BrienMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-03-2010
Kevin Dwayne MartinPNC InvestmentsEdward Jones08-02-2010
Jeffrey Alan DieringerLPL Financial LLCEdward Jones05-07-2010
Kirk S. WeldyProEquities, Inc.Edward Jones04-21-2010
Bryan Thomas BarnesMorgan StanleyEdward Jones04-16-2010
Philip Norman ConstansRaymond James Financial Services, Inc.Edward Jones$1004-09-2010
Mark Joeseph FarnhamLPL Financial LLCEdward Jones09-04-2009
Kelly Daniel BurkeLPL Financial LLCEdward Jones09-04-2009
Ronald SkowronskyCetera Advisors LLCEdward Jones02-18-2009
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Showing 76 to 96 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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