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
Luke PalmerCommonwealth Financial NetworkEdward Jones$2511-01-2019
Darcy Megan McLindenRaymond James Financial Services, Inc.Edward Jones$5010-31-2019
Alexandre MurphyLPL Financial LLCEdward Jones10-14-2019
Joe A. CalifaLPL Financial LLCEdward Jones$15008-29-2019
Joe A. CalifaLPL Financial LLCEdward Jones$15008-29-2019
Matthew R. StephensHD Vest Investment ServicesEdward Jones07-22-2019
Angela Marie TaccoHarbor Financial Services, LLCEdward Jones07-19-2019
Scott Peter JohnsonIndependent Financial Group, LLCEdward Jones$2507-15-2019
Michael Shane GoffProspera Financial Services, Inc.Edward Jones$10006-28-2019
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Amanda Lynn DaughertyFSC Securities CorporationEdward Jones05-23-2019
Felicia Ann BrightbillRaymond James Financial Services, Inc.Edward Jones05-17-2019
Matthew Kyle SimcoxAmeriprise Financial Services, Inc.Edward Jones04-17-2019
Matthew Baxter HowieFrost Brokerage Services, Inc.Edward Jones04-08-2019
Jacob Hunter FordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-22-2019
Michael Elwyn GoettschBrokers International Financial Services, LLC.Edward Jones03-12-2019
Matthew Dill LandryAmeriprise Financial Services, Inc.Edward Jones02-13-2019
Marla Smith HanksLPL Financial LLCEdward Jones01-31-2019
Jordan A. DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Ricardo Medinilla Medinilla GutierrezRegulus Advisors, LLCEdward Jones01-02-2019
Jeffery AtwellWells Fargo Advisors Financial Network, LLCEdward Jones$5011-29-2018
Jesus SaenzJ.P. Morgan Securities LLCEdward Jones11-20-2018
Dennis D. SumpCambridge Investment Research, Inc.Edward Jones$15011-19-2018
Tony Douglas Cleveland Jr.PFS Investments Inc.Edward Jones11-09-2018
Joseph David OliverMorgan StanleyEdward Jones11-02-2018
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Showing 1 to 25 of 252 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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