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
Kirby WebbEdward Jones360 Wealth Management$9802-23-2017
James Earl WebbEdward Jones360 Wealth Management$9506-17-2016
Janet Lynn MooneyEdward JonesADP Broker-Dealer, Inc.04-27-2015
Lee Marvin Mcneill Jr.Edward JonesAllstate Financial Services, LLC05-19-2015
Brandon Chad RaineyEdward JonesAllstate Financial Services, LLC04-28-2014
Lisa Diane SanchezEdward JonesAmerican Funds Distributors, Inc.11-18-2014
William Collins ArtzbergerEdward JonesAmeriprise Financial Services, Inc.$10007-05-2016
Robert ShanksEdward JonesAmeriprise Financial Services, Inc.$12801-27-2015
Paul Anthony DickensEdward JonesAmeriprise Financial Services, Inc.12-03-2012
David Than Richburg Jr.Edward JonesAmeriprise Financial Services, Inc.$25006-01-2012
Bobbie Jean GouldEdward JonesAvantax Investment Services, Inc.02-24-2012
Bradley Glenn BurtonEdward JonesAvantax Investment Services, Inc.$43010-12-2011
Colin WongEdward JonesAXA Advisors, LLC$25006-28-2019
Leonardo F ChangEdward JonesAXA Advisors, LLC$15008-04-2014
Christopher Barrett AndersonEdward JonesAXA Advisors, LLC$10002-28-2014
Ernest James MartinezEdward JonesBB&T Investment Services, Inc.$16012-22-2016
Mario G. Ayala Jr.Edward JonesBB&T Securities, LLC12-15-2017
Mark Quentin WalkerEdward JonesBBVA Compass Investment Solutions, Inc.$25004-22-2013
Mario Renteria Jr.Edward JonesBBVA Securities Inc.09-20-2019
Oliver Christian PuhrEdward JonesBBVA Securities Inc.01-18-2019
Trenton Kreg MarshEdward JonesBOK Financial Securities, Inc.$50002-15-2013
Jaclyn E BellEdward JonesCapital Analysts$10007-12-2019
Jeffrey Charles KikelEdward JonesCharles Schwab & Co., Inc.03-15-2013
Evangelina Mullis Mullis-AlmonEdward JonesCharles Schwab & Co., Inc.$10007-18-2011
Justin Tivon JacksonEdward JonesChase Investment Services Corp.$10002-13-2012
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Showing 1 to 25 of 150 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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