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
Philip DublinJ.P. Morgan Securities LLCEdward Jones09-06-2018
Ryan Edward GravesWells Fargo Clearing Services, LLCEdward Jones07-16-2018
Edward Graham LindbloomSummit Brokerage Services, Inc.Edward Jones$15004-02-2018
Thomas Andrew Walker Jr.LPL Financial LLCEdward Jones11-30-2017
Nathan Edward BauerAmeriprise Financial Services, Inc.Edward Jones08-11-2017
Michael Tracy PickettLPL Financial LLCEdward Jones$107-19-2017
Michael PickettLPL FinancialEdward Jones$5107-19-2017
Ricky Alan SanfordCetera Investment Services LLCEdward Jones$2505-18-2017
Derek Allan GilbertAmeriprise Financial Services, Inc.Edward Jones04-28-2017
Colin Brant Allen MauldingLPL Financial LLCEdward Jones02-17-2017
Todd David KelleyCetera Investment Services LLCEdward Jones01-26-2017
Grant MoultonKey Investment Services LLCEdward Jones11-25-2016
Sean Christian HillisBancWest Investment Services, Inc.Edward Jones11-01-2016
John Michael BaggettJ.P. Morgan Securities LLCEdward Jones06-27-2016
Scott William WilsonJ.P. Morgan Securities LLCEdward Jones04-14-2016
David Moberg NashLPL Financial LLCEdward Jones$104-11-2016
Isaac Michael SullivanGIRARD SECURITIES, INC.Edward Jones04-01-2016
John G GriffithAmeriprise Financial Services, Inc.Edward Jones02-24-2016
Matthew Edward MaiLPL Financial LLCEdward Jones01-15-2016
Jeffrey Daniel EischenAmeriprise Financial Services, Inc.Edward Jones$5001-08-2016
William Scott AndersonAmeriprise Financial Services, Inc.Edward Jones$1010-02-2015
Tiffany Lynn Chona-GiessingerAmeriprise Financial Services, Inc.Edward Jones09-02-2015
Jeffrey Jackson Dunn-BernsteinLPL Financial LLCEdward Jones08-25-2015
Jeffrey Scott StonebergWaddell & ReedEdward Jones08-21-2015
Corey Dean ZurcherLincoln Financial Advisors CorporationEdward Jones07-02-2015
Next Page »

Showing 1 to 25 of 88 entries

Page 1 | 2 | 3 | 4

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.