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
Nathan Edward BauerAmeriprise Financial Services, Inc.Edward Jones08-11-2017
Derek Allan GilbertAmeriprise Financial Services, Inc.Edward Jones04-28-2017
John G. GriffithAmeriprise Financial Services, Inc.Edward Jones02-24-2016
Jeffrey Daniel EischenAmeriprise Financial Services, Inc.Edward Jones$5001-08-2016
Emily Ann SecordAmeriprise Financial Services, Inc.Edward Jones12-13-2013
Kay Dee ColeClarity Wealth Development, LLCEdward Jones11-15-2010
Charles John Ferrari, Mark Lynn MillerCommonwealth Financial NetworkEdward Jones05-06-2011
Julia Renee LindbergCommonwealth Financial NetworkEdward Jones$2508-06-2010
Philip DublinJ.P. Morgan Securities LLCEdward Jones09-06-2018
Brian A. ZuschlagKMS Financial Services, Inc.Edward Jones03-18-2014
Michael PickettLPL Financial LLCEdward Jones$5107-19-2017
Michael Tracy PickettLPL Financial LLCEdward Jones07-19-2017
Colin Brant Allen MauldingLPL Financial LLCEdward Jones02-17-2017
David Moberg NashLPL Financial LLCEdward Jones04-11-2016
Jeffrey Jackson Dunn-BernsteinLPL Financial LLCEdward Jones08-25-2015
Paul CarlsonLPL Financial LLCEdward Jones$10306-19-2015
Paul Stevens CarlsonLPL Financial LLCEdward Jones$5006-19-2015
Bruce Vernon JonesLPL Financial LLCEdward Jones12-11-2013
Anna Danielle RobbinsLPL Financial LLCEdward Jones$1005-13-2013
Robert Lyndon BlackwellLPL Financial LLCEdward Jones12-07-2012
Gregory Scott LesterLPL Financial LLCEdward Jones10-22-2012
Andrew Irwin WrightLPL Financial LLCEdward Jones10-08-2012
Nathan Severlee SalhusLPL Financial LLCEdward Jones$1005-24-2012
Gary Anthony RichterLPL Financial LLCEdward Jones$1002-08-2012
Brian Kirby StallcopLPL Financial LLCEdward Jones$5004-21-2011
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Showing 1 to 25 of 41 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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