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
Jerry Winston Jarrett Jr.Pruco Securities, LLC.Edward Jones12-05-2018
David Gregory SchlagerWells Fargo Advisors Financial Network, LLCEdward Jones$10006-15-2018
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
Augustus Bo Martin DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
James Bradford BakerLPL Financial LLCEdward Jones$1002-26-2018
Henry Hopkins NewtonWells Fargo Clearing Services, LLCEdward Jones$101-12-2018
Mark Quinton Lindsey LouderbackAmeriprise Financial Services, Inc.Edward Jones12-26-2017
Daren Edward ChambleeJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones$15010-19-2017
Clint Anthony FosterLPL Financial LLCEdward Jones10-16-2017
Justin Edward MyersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-01-2017
John Andrew JohnsonLPL Financial LLCEdward Jones$2508-25-2017
Matthew Thomas HandleyINVEST Financial CorporationEdward Jones02-14-2017
Graham William MattesPrivate Advisor Group, LLCEdward Jones01-30-2017
Patrick Leonard NeelWells Fargo Clearing Services, LLCEdward Jones$101-25-2017
William Isaac HargettMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-07-2016
Jamie Glynn OrrWells Fargo Advisors Financial Network, LLCEdward Jones10-18-2016
Lynard Eugene HollandFifth Third Securities, Inc.Edward Jones$1007-14-2016
Samuel Vincent HarrisMorgan StanleyEdward Jones07-08-2016
John J Maloney IIIWoodbury Financial Services, Inc.Edward Jones$10006-27-2016
David Erik DunhamAmeriprise Financial Services, Inc.Edward Jones$1005-26-2016
Marcus D JohnsonMutual of Omaha Investor Services, Inc.Edward Jones$104-25-2016
Tyler Oliver HicksFTB Advisors, Inc.Edward Jones04-06-2016
John W Tucker IIIMorgan StanleyEdward Jones$5004-01-2016
Jeremy Lee PardueWaddell & ReedEdward Jones02-29-2016
Bradford Steven JonesInfinity Financial ServicesEdward Jones02-23-2016
Next Page »

Showing 1 to 25 of 104 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.


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