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
Elizabeth Rose BarkerEdward JonesRBC Capital Markets, LLC$3806-28-2018
Jeffrey Joseph GeibelEdward JonesWoodmen Financial Services, Inc.01-12-2018
Zachary Gregg StanopiewiczEdward JonesPNC Investments01-12-2018
James H. McConnellEdward JonesAmeriprise Financial Services, Inc.10-27-2017
Luke Tyler AustinEdward JonesSignator Investors, Inc.09-15-2017
Ryan Leslie MessengerEdward JonesPNC Investments05-05-2017
Richard William McKeeEdward JonesAllstate Financial Services, LLC02-17-2017
Matthew Robert GaulEdward JonesMML Investors Services, LLC12-09-2016
Jake A. SzulinskiEdward JonesPrivate Advisor Group, LLC$19004-22-2016
Stephanie Eileen MillerEdward JonesSantander Securities LLC$1010-09-2015
David Robert WeigandEdward JonesSagePoint Financial, Inc.09-30-2015
Dustin Thomas O'BrienEdward JonesMorgan Stanley01-09-2015
Robert George Brest Jr.Edward JonesPNC Investments01-02-2015
Tyson John SmithEdward JonesMetLife Securities Inc.09-05-2014
Daniel Charles YoungEdward JonesPNC Investments03-14-2014
Roderick Charles Byers SalterEdward JonesCetera Investment Services LLC02-14-2014
Lance Blaine BurgertEdward JonesNorthwestern Mutual Investment Services, LLC10-21-2013
William Robert SnyderEdward JonesNorthwestern Mutual Investment Services, LLC02-25-2013
Christopher John BloomquistEdward JonesPNC Investments09-21-2012
Robert Joseph BennettEdward JonesState Farm VP Management Corp.06-25-2012
Larry Vernon DanielsEdward JonesPNC Investments05-11-2012
David Earl SmithEdward JonesCitigroup Global Markets Inc.05-15-2009
Lance E. CicciarelliEdward JonesJanney Montgomery Scott LLC$5004-24-2009

Showing 1 to 23 of 23 entries

Page 1

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.


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.