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
Michael Elwyn GoettschBrokers International Financial Services, LLC.Edward Jones03-12-2019
Matthew Dill LandryAmeriprise Financial Services, Inc.Edward Jones02-13-2019
Ricardo Medinilla GutierrezRegulus Advisors, LLCEdward Jones01-02-2019
Jeffery Carlton AtwellWells Fargo Advisors Financial Network, LLCEdward Jones$5011-29-2018
Dennis Dane SumpCambridge Investment Research, Inc.Edward Jones$15011-19-2018
Joseph David OliverMorgan StanleyEdward Jones11-02-2018
Michael Dean FesslerWestlake Wealth Management, LLCEdward Jones10-18-2018
Leah Dawn SchwarzRaymond James & Associates, Inc.Edward Jones09-07-2018
Tanner Garrett MathisLPL Financial LLCEdward Jones$15008-31-2018
William Andrew NicholsAXA Advisors, LLCEdward Jones07-18-2018
Rodney Russell KeeEquity Services, Inc.Edward Jones$10006-22-2018
Blake Gregory BarnesWells Fargo Clearing Services, LLCEdward Jones06-21-2018
James Ian MaherAmeriprise Financial Services, Inc.Edward Jones06-18-2018
Erika Norma GonzalezRaymond James Financial Services, Inc.Edward Jones05-21-2018
Zachary Preston HoltzmanRaymond James Financial Services, Inc.Edward Jones$2505-17-2018
David SalazarArmis Financial, LLCEdward Jones04-30-2018
Joseph Rene VasquezStifel, Nicolaus & Company, IncorporatedEdward Jones$15004-27-2018
Monica Aileen KaufmanMorgan StanleyEdward Jones03-28-2018
William Anthony MonaccioLPL Financial LLCEdward Jones03-27-2018
Joshua Ray AndrusRaymond James Financial Services, Inc.Edward Jones03-14-2018
Scott Rolland DarraghKestra Investment Services, LLCEdward Jones$15003-02-2018
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Isaac Franklin Stevens Jr.Raymond James Financial Services, Inc.Edward Jones$10002-15-2018
Roy Dell BaileyWells Fargo Clearing Services, LLCEdward Jones02-05-2018
Reynaldo Batista Jr.Dominion Investor Services, Inc.Edward Jones02-01-2018
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Showing 1 to 25 of 551 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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