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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
Andy Levoy KnowlesLPL Financial LLCEdward Jones10-15-2014
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Bethel L. ColemanCUNA Brokerage Services, Inc.Edward Jones12-16-2010
Brad James KoesterNationwide Securities, LLCEdward Jones$1003-21-2013
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
Brent William WalkerLPL Financial LLCEdward Jones03-09-2015
Christopher Allen BelleWells Fargo Advisors Financial Network, LLCEdward Jones01-29-2016
Christopher J SisloHHM Wealth Advisors, LLCEdward Jones09-03-2015
Christopher Roy ClaytonLPL Financial LLCEdward Jones12-14-2012
Clint Anthony FosterLPL Financial LLCEdward Jones10-16-2017
Craig Harrison MillerLPL Financial LLCEdward Jones04-20-2011
Daren E. ChambleeJ.J.B. Hilliard, W.L. Lyons, LLCEdward Jones10-19-2017
David DunhamAmeriprise Financial Services, Inc.Edward Jones$1005-26-2016
David Gregory SchlagerWells Fargo Advisors Financial Network, LLCEdward Jones$10006-15-2018
Graham William MattesPrivate Advisor Group, LLCEdward Jones01-30-2017
Hampton B. BourneLPL Financial LLCEdward Jones06-12-2015
Henry Hopkins NewtonWells Fargo Clearing Services, LLCEdward Jones01-12-2018
Jack Russell MeeceLPL Financial LLCEdward Jones$2505-21-2012
James Bradford BakerLPL Financial LLCEdward Jones$1002-26-2018
James Michael Woods Jr.LPL Financial LLCEdward Jones11-12-2009
James Robert FairweatherLPL Financial LLCEdward Jones$2511-03-2010
Jamie Glynn OrrWells Fargo Advisors Financial Network, LLCEdward Jones10-18-2016
Next Page »

Showing 1 to 25 of 55 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.

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