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
Andrew Irwin WrightLPL Financial LLCEdward Jones10-08-2012
Anna Danielle RobbinsLPL Financial LLCEdward Jones$1005-13-2013
Benjamin Todd NewellMiller Financial Group, LLCEdward Jones03-30-2012
Brendan David FlohrWells Fargo Clearing Services, LLCEdward Jones08-15-2014
Bret Lorin ReinerWells Fargo Clearing Services, LLCEdward Jones08-10-2012
Brian A. ZuschlagKMS Financial Services, Inc.Edward Jones03-18-2014
Brian Kirby StallcopLPL Financial LLCEdward Jones$5004-21-2011
Brian Matthew SmithWells Fargo Clearing Services, LLCEdward Jones05-02-2014
Brian Robert HarrisonWells Fargo Clearing Services, LLCEdward Jones12-16-2013
Bruce Vernon JonesLPL Financial LLCEdward Jones12-11-2013
Charles John Ferrari, Mark Lynn MillerCommonwealth Financial NetworkEdward Jones05-06-2011
Colin Brant Allen MauldingLPL Financial LLCEdward Jones02-17-2017
David Moberg NashLPL Financial LLCEdward Jones04-11-2016
Derek Allan GilbertAmeriprise Financial Services, Inc.Edward Jones04-28-2017
Edward Graham LindbloomSummit Brokerage Services, Inc.Edward Jones$15004-02-2018
Edward O FelanWaddell & ReedEdward Jones12-01-2010
Emily Ann SecordAmeriprise Financial Services, Inc.Edward Jones12-13-2013
Gary Anthony RichterLPL Financial LLCEdward Jones$1002-08-2012
Geoffrey Cole CreightonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1007-18-2012
Gregory Scott LesterLPL Financial LLCEdward Jones10-22-2012
Jeffrey Daniel EischenAmeriprise Financial Services, Inc.Edward Jones$5001-08-2016
Jeffrey Jackson Dunn-BernsteinLPL Financial LLCEdward Jones08-25-2015
John G. GriffithAmeriprise Financial Services, Inc.Edward Jones02-24-2016
Julia Renee LindbergCommonwealth Financial NetworkEdward Jones$2508-06-2010
Kathy ShultzShultz Financial Planning, LLCEdward Jones07-21-2010
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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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