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
James Carter AndertonChase Investment Services Corp.Edward Jones$25004-01-2009
Cody Tjas JohnsonRaymond James Financial Services, Inc.Edward Jones$16007-23-2009
Michael John ChamberlainWells Fargo Advisors Financial Network, LLCEdward Jones$10010-01-2009
Bret Richard TillmanRaymond James Financial Services, Inc.Edward Jones$10003-15-2010
Charles Anthony Romano IIIMorgan StanleyEdward Jones$10005-03-2010
Curtis Luke RamsayChase Investment Services Corp.Edward Jones08-30-2010
Brent Larkin ShakespeareRaymond James Financial Services, Inc.Edward Jones$25009-20-2010
Joel David SlatterLefavi Wealth ManagementEdward Jones02-22-2011
Craig Harvey TibbittsZions Direct, Inc.Edward Jones$50003-15-2011
Scott Ryan GonzalesU.S. Bancorp Investments, Inc.Edward Jones$10009-06-2011
Gabriel Gregory NilesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones11-14-2011
Monte Michael MeierWaddell & ReedEdward Jones07-23-2012
Mark Jay MonsonRaymond James Financial Services, Inc.Edward Jones08-29-2012
Jason Reed NelsonLPL Financial LLCEdward Jones01-17-2013
Tyler Samuel BolyardWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones08-30-2013
Brian Richard MorganLPL Financial LLCEdward Jones12-06-2013
Jeffrey Bruce SolomonRaymond James Financial Services, Inc.Edward Jones$10006-02-2014
Kevin Donald KennedyMoney Concepts Capital CorpEdward Jones04-09-2015
John Robert Bonnemort IILincoln Financial Advisors CorporationEdward Jones01-15-2016
Thomas Merrill TreeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-01-2016
Kathleen BarlowRaymond James & Associates, Inc.Edward Jones$10008-08-2016
Craig Gordon SmithSigma Financial CorporationEdward Jones08-15-2016
Steven Macrae FlockhartAmeriprise Financial Services, Inc.Edward Jones11-01-2017
Annalise Marie LasaterGoldman Sachs & Co.Edward Jones04-18-2018
Adam Bruce AndersonAmeriprise Financial Services, Inc.Edward Jones$15005-11-2018
Next Page »

Showing 1 to 25 of 31 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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