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
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Adam Jeffrey FlaggSigma Financial CorporationEdward Jones$2503-09-2012
Alexis Aaron VillarrealAmeriprise Financial Services, Inc.Edward Jones12-08-2017
Amanda Lynn DaughertyFSC Securities CorporationEdward Jones05-23-2019
Amber Koop SealeRaymond James & Associates, Inc.Edward Jones07-09-2015
Amber Renee ScarboroughLPL Financial LLCEdward Jones$5009-20-2011
Angela Marie TaccoHarbor Financial Services, LLCEdward Jones07-19-2019
April Story RichardsonLPL Financial LLCEdward Jones$2510-05-2012
Baptiste William Brunner IVVALIC Financial Advisors, Inc.Edward Jones06-25-2018
Barbara Ann SeitzNext Financial Group, Inc.Edward Jones$1011-02-2012
Barron Daniel GrayGray Financial Planning LLCEdward Jones06-13-2011
Barry Wayne TateAmeriprise Financial Services, Inc.Edward Jones$1008-23-2013
Benjamin Heath StroudLPL Financial LLCEdward Jones02-01-2011
Benjamin William AlbaitisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-13-2014
Billy C. BelcherRaymond JamesEdward Jones$17511-26-2014
Billy Cliff BelcherRaymond James Financial Services, Inc.Edward Jones11-26-2014
Billy J. CoxLPL Financial LLCEdward Jones06-20-2014
Blake Gregory BarnesWells Fargo Clearing Services, LLCEdward Jones06-21-2018
Bradley Wayne SmithWells Fargo Clearing Services, LLCEdward Jones01-10-2017
Brandon Charles BrinkmanLPL Financial LLCEdward Jones$1001-31-2014
Brandon Lee ChaseRaymond James & Associates, Inc.Edward Jones$5007-10-2015
Brenda Kay DevoreWells Fargo Advisors Financial Network, LLCEdward Jones$3508-25-2017
Brett A. LemkeUSAA Financial Advisors, Inc.Edward Jones03-24-2016
Brianne Sue BabelHilltop Securities Independent Network Inc.Edward Jones$2507-29-2011
Brick P Parsons360 Wealth Management, LLCEdward Jones04-28-2017
Next Page »

Showing 1 to 25 of 249 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.


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