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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew David TillettAmeriprise Financial Services, LLCEdward Jones04-25-2018
Andrew Lee PhillipsFirst Horizon Advisors, Inc.Edward Jones06-07-2017
Andy Levoy KnowlesLPL Financial LLCEdward Jones10-15-2014
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Benjamin John TiernanAmeriprise Financial Services, LLCEdward Jones04-30-2015
Bethel L. ColemanCUNA Brokerage Services, Inc.Edward Jones12-16-2010
Billy Oliver SmithWells Fargo Clearing Services, LLCEdward Jones09-01-2009
Brad James KoesterNationwide Securities, LLCEdward Jones$1003-21-2013
Bradford S. JonesInfinity Financial ServicesEdward Jones02-23-2016
Bradley Duane HardmanAllstate Financial Services, LLCEdward Jones02-27-2009
Brandon D. HaumschiltRaymond James Financial Services, Inc.Edward Jones01-05-2012
Brandon Keith AllenLPL Financial LLCEdward Jones04-06-2015
Brandon T. EppersonNorthwestern Mutual Investment Services, LLCEdward Jones10-30-2014
Brant Andrew RayWells Fargo Clearing Services, LLCEdward Jones02-12-2010
Brent William WalkerLPL Financial LLCEdward Jones03-09-2015
Brett Louis DartezCetera Investment Services LLCEdward Jones$5003-14-2013
Brian David MurrayLPL Financial LLCEdward Jones04-29-2010
Bruce W. ShawRaymond James Financial Services, Inc.Edward Jones$15004-18-2018
Bryan Craig KellyAmeriprise Financial Services, LLCEdward Jones08-28-2009
Carlyn Leroy Malom IIMML Investors Services, LLCEdward Jones11-14-2019
Chad James McKinneyScottrade, Inc.Edward Jones06-06-2011
Christian Blaise SarverLuken Investment Analytics, LLCEdward Jones05-06-2019
Christian Deandre YoungCharles Schwab & Co., Inc.Edward Jones04-17-2020
Christopher Allen BelleWells Fargo Advisors Financial Network, LLCEdward Jones01-29-2016
Christopher J SisloHHM Wealth Advisors, LLCEdward Jones09-03-2015
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Showing 1 to 25 of 134 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.