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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Gregory ProvanceCetera Advisor Networks LLCEdward Jones02-11-2011
Adam Tucker BoycePNC InvestmentsEdward Jones11-15-2013
Andreas M. WochtlCitizens Securities, Inc.Edward Jones05-23-2018
Andrew H. NollmanCambridge Investment Research, Inc.Edward Jones$1002-06-2009
Andrew Justin HessAmeriprise Financial Services, LLCEdward Jones06-10-2014
Andria Nichole HaworthThrivent Investment Management Inc.Edward Jones$2510-23-2018
Benjamin Hayden PearcePNC InvestmentsEdward Jones05-11-2018
Benjamin Louis LodicoPrivate Advisor Group, LLCEdward Jones09-17-2013
Benjamin Todd AlexanderWells Fargo Advisors Financial Network, LLCEdward Jones$10004-06-2011
Beth Ann HamiltonM&T Securities, Inc.Edward Jones04-03-2017
Beverly Jean GuslerRaymond James Financial Services, Inc.Edward Jones04-26-2010
Brendan GallagherWells Fargo Advisors Financial Network, LLCEdward Jones03-24-2017
Brent Russell GuthrieLPL Financial LLCEdward Jones05-07-2012
Brian Michael VigoritoWells Fargo Clearing Services, LLCEdward Jones01-21-2014
Brian Scott FisherWells Fargo Advisors Financial Network, LLCEdward Jones$5004-16-2010
Cameron G HiltzW&S Brokerage Services, Inc.Edward Jones02-22-2019
Casey J. KemerlyGood Life Advisors, LLCEdward Jones01-11-2016
Charlene Elizabeth Ann BridgerEpic Wealth Management, LLCEdward Jones02-20-2018
Charles A CoveneyLPL Financial LLCEdward Jones$2511-06-2009
Chris C. LascaridesWalnut Street Securities, Inc.Edward Jones$1003-30-2012
Christine Jennifer ProntockMorgan StanleyEdward Jones$5006-20-2012
Christopher Benjamin ConradPNC InvestmentsEdward Jones10-22-2019
Christopher J HaringWells Fargo Clearing Services, LLCEdward Jones04-15-2011
Christopher James BaniewiczVanguard Marketing CorporationEdward Jones02-21-2012
Christopher James SimmsNatcity Investments, Inc.Edward Jones04-15-2009
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Showing 1 to 25 of 150 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.