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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward Dayan RubinCUSO Financial Services, L.P.LPL Financial LLC02-01-2012
Edward Graham LindbloomCetera Advisor Networks LLCSummit Brokerage Services, Inc.$15009-20-2019
Edward Graham LindbloomSummit Brokerage Services, Inc.Edward Jones$15004-02-2018
Edward J. Murphy IIIRBC Wealth ManagementUBS Financial Services Inc. Inc.$15010-29-2015
Edward James Murphy IIIRBC Capital Markets, LLCUBS Financial Services Inc.$10010-29-2015
Edward John Winslow Jr.Western International Securities, Inc.Financial West Group$13508-21-2017
Edward Kenneth TaylorHyas GroupStanCorp Equities, Inc.06-03-2016
Edward M. HassanWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-04-2017
Edward O FelanWaddell & ReedEdward Jones12-01-2010
Edward Tucker BondurantMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Edwin Glenn TurnquistD.A. Davidson & Co.Wells Fargo Clearing Services, LLC02-06-2013
Elena L Taylor WelchJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2018
Elena Silvia VoinWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Elke De La CruzVALIC Financial Advisors, Inc.J.P. Morgan Securities LLC03-14-2016
Elle Amanda BrooksVoya Financial Advisors, Inc.Voya Financial Partners, LLC$2501-03-2011
Emanuel Simion GradAmeriprise Financial Services, Inc.LPL Financial LLC09-22-2017
Emiliano AlonsoLPL Financial LLCSII Investments, Inc.02-14-2018
Emily Ann SecordAmeriprise Financial Services, Inc.Edward Jones12-13-2013
Eric A. IngmireAmeriprise Financial Services, Inc.Symetra Investment Services, Inc.11-07-2011
Eric Appleton CheneyTurman Financial Group, LLCGeneos Wealth Management, Inc.05-18-2015
Eric Christopher MaherNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.$1011-06-2018
Eric Douglas KingVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Eric J. KleinLPL Financial LLCSII Investments, Inc.$1002-14-2018
Eric James DulongMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Eric Krausz AdlerCascadia Advisory Services, LLCCetera Advisors LLC07-06-2018
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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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