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
Adalberto Santaella IIIEdward JonesStrategic Advisers LLC$15005-20-2011
Adir Aparecida SementilliEdward JonesMorgan Stanley02-13-2015
Alfred Fuentes Jr.Edward JonesInvestment Professionals, Inc.$10010-16-2015
Amanda Lynn DaughertyEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-30-2015
Andrea Elizabeth KellyEdward JonesUBS Financial Services Inc.$10002-29-2016
Angel Jose SantiagoEdward JonesRaymond James Financial Services, Inc.12-13-2019
Anthony Nathanial HoskinEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-10-2017
Arturo Joaquin HinojosaEdward JonesMorgan Stanley08-30-2019
Barry Ray MooreEdward JonesMoore Financial Freedom, LLC$50004-29-2013
Ben Barry VossEdward JonesNew England Securities07-23-2012
Benjamin M PhillipsEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25010-28-2016
Benjamin Wayne DeistEdward JonesPFS Investments Inc.04-07-2017
Billy C. BelcherEdward JonesRaymond James$17511-26-2014
Billy C. HaysEdward JonesUvest Financial Services Group, Inc.$25002-02-2009
Billy Ray MillerEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50003-16-2012
Bobbie Jean GouldEdward JonesAvantax Investment Services, Inc.02-24-2012
Brad Gene CranfordEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-15-2012
Bradley Allen PyleEdward JonesUSAA Financial Advisors, Inc.06-23-2017
Bradley Glenn BurtonEdward JonesAvantax Investment Services, Inc.$43010-12-2011
Brandon Chad RaineyEdward JonesAllstate Financial Services, LLC04-28-2014
Carl Alan WolfordEdward JonesMorgan Stanley$50008-20-2010
Chad Alan BurkhalterEdward JonesLPL Financial LLC$25001-06-2012
Charles Anthony StoughEdward JonesVoya Financial Advisors, Inc.$10505-25-2018
Charles Ray Hunt Jr.Edward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-02-2013
Charles Wayne King Jr.Edward JonesThrivent Investment Management Inc.06-02-2017
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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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