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
Albert WuRaymond James Financial Services, Inc.Edward Jones$15010-25-2019
Jason L. RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Jennifer Anne RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Stewart Everett EmenheiserDavenport & Company LLCEdward Jones$5004-12-2019
Bradford Clayton EllisSunTrust Investment Services, Inc.Edward Jones11-07-2018
Cooper Randolph WoolsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$15006-29-2018
Margaret Newell WileyRaymond James Financial Services, Inc.Edward Jones11-09-2017
Patricia W. JamesWells Fargo Clearing Services, LLCEdward Jones10-31-2017
Chris Alan RobertsSpire Securities, LLCEdward Jones10-19-2017
Robert Lawrence EstesRaymond James Financial Services, Inc.Edward Jones$3010-13-2017
Luc Christopher SebrechtsMorgan StanleyEdward Jones10-10-2017
Ryan A. MaglioWells Fargo Clearing Services, LLCEdward Jones10-10-2017
Abraham Edward WalshAmeriprise Financial Services, Inc.Edward Jones$2508-09-2017
Brian Michael ElmsRaymond James Financial Services, Inc.Edward Jones$5508-04-2017
Forrest T. FoxWells Fargo Clearing Services, LLCEdward Jones05-12-2017
Jonathan Bradley James SchubertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-13-2017
Andrew Christopher GregoryRaymond James Financial Services, Inc.Edward Jones$2411-04-2016
Taysha PattersonLPL Financial LLCEdward Jones$7510-11-2016
Michael Richard MeadsWells Fargo Clearing Services, LLCEdward Jones$3208-01-2016
Donte C SmithWells Fargo Clearing Services, LLCEdward Jones07-29-2016
Scott Wayne DannerRaymond James Financial Services, Inc.Edward Jones$2507-21-2016
Reed Anthony SloatRaymond James Financial Services, Inc.Edward Jones07-21-2016
Ann Holmes FarrarWells Fargo Clearing Services, LLCEdward Jones07-11-2016
Jonathan David RoscheWells Fargo Clearing Services, LLCEdward Jones$5004-06-2016
Carl Duval Cress IIICambridge Investment Research, Inc.Edward Jones$2503-16-2016
Next Page »

Showing 1 to 25 of 52 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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