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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lester Russell Kefauver IVJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones02-26-2009
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Robert Lee WattsLPL Financial LLCEdward Jones03-02-2009
Scot William RandAmeriprise Financial Services, LLCEdward Jones$1003-06-2009
Margaret Joan CollinsLPL Financial LLCEdward Jones03-27-2009
Michael Coy LawsonLPL Financial LLCEdward Jones06-01-2009
Paul Todd GaitherMML Investors Services, LLCEdward Jones08-17-2009
Bryan Craig KellyAmeriprise Financial Services, LLCEdward Jones08-28-2009
Jonathan Adam DuttonAmeriprise Financial Services, LLCEdward Jones08-28-2009
Billy Oliver SmithWells Fargo Clearing Services, LLCEdward Jones09-01-2009
James Michael Woods Jr.LPL Financial LLCEdward Jones11-12-2009
Steven Trevor SkipperLPL Financial LLCEdward Jones$1011-12-2009
Nicholas Wayne HodgeVALIC Financial Advisors, Inc.Edward Jones11-23-2009
Lisa M Campbell-IngramFirst Independent Financial Services, Inc.Edward Jones$2502-01-2010
Brant Andrew RayWells Fargo Clearing Services, LLCEdward Jones02-12-2010
Francis Patrick Owen Jr.Wells Fargo Clearing Services, LLCEdward Jones02-18-2010
Brian David MurrayLPL Financial LLCEdward Jones04-29-2010
Rebecca Loyd FrazierMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2504-30-2010
George Lucas SwatzellVALIC Financial Advisors, Inc.Edward Jones06-22-2010
Thomas Michael BarnesMorgan Keegan & Company, Inc.Edward Jones$1006-24-2010
Evan M. FischerFidelity Brokerage Services LLCEdward Jones06-28-2010
Steven Lee DickRaymond James Financial Services, Inc.Edward Jones$5007-28-2010
Nelson Blair PattersonWells Fargo Clearing Services, LLCEdward Jones$5008-20-2010
James Robert FairweatherLPL Financial LLCEdward Jones11-03-2010
Jesse Kelin GilesAmeriprise Financial Services, LLCEdward Jones$1011-05-2010
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Showing 1 to 25 of 132 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.