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
Ladd Cameron McKittrickLPL Financial LLCEdward Jones$5001-23-2009
Kelly G. HigginsLPL Financial LLCEdward Jones$2506-25-2010
Kathy ShultzShultz Financial Planning, LLCEdward Jones07-21-2010
Julia Renee LindbergCommonwealth Financial NetworkEdward Jones$2508-06-2010
Michael Joseph CarranoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2510-08-2010
Kay Dee ColeClarity Wealth Development, LLCEdward Jones11-15-2010
Edward O FelanWaddell & ReedEdward Jones12-01-2010
Brian Kirby StallcopLPL Financial LLCEdward Jones$5004-21-2011
Charles John Ferrari, Mark Lynn MillerCommonwealth Financial NetworkEdward Jones05-06-2011
Gary Anthony RichterLPL Financial LLCEdward Jones$1002-08-2012
Benjamin Todd NewellMiller Financial Group, LLCEdward Jones03-30-2012
Nathan Severlee SalhusLPL Financial LLCEdward Jones$1005-24-2012
Geoffrey Cole CreightonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1007-18-2012
Bret Lorin ReinerWells Fargo Clearing Services, LLCEdward Jones08-10-2012
Andrew Irwin WrightLPL Financial LLCEdward Jones10-08-2012
Gregory Scott LesterLPL Financial LLCEdward Jones10-22-2012
Robert Lyndon BlackwellLPL Financial LLCEdward Jones12-07-2012
Anna Danielle RobbinsLPL Financial LLCEdward Jones$1005-13-2013
Bruce Vernon JonesLPL Financial LLCEdward Jones12-11-2013
Emily Ann SecordAmeriprise Financial Services, Inc.Edward Jones12-13-2013
Brian Robert HarrisonWells Fargo Clearing Services, LLCEdward Jones12-16-2013
Brian A. ZuschlagKMS Financial Services, Inc.Edward Jones03-18-2014
Brian Matthew SmithWells Fargo Clearing Services, LLCEdward Jones05-02-2014
Brendan David FlohrWells Fargo Clearing Services, LLCEdward Jones08-15-2014
Thomas W Elrod Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-01-2014
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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 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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