Advisers on the Move TEST

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
Jacob Saul JansenA.G.P / Alliance Global PartnersEdward Jones05-03-2019
Christine Dawn LadeAmeriprise Financial Services, LLCEdward Jones07-29-2016
Jennifer Marie TryznaAmeriprise Financial Services, LLCEdward Jones05-01-2015
Samantha J. KraftAmeriprise Financial Services, LLCEdward Jones11-26-2014
Deborah Ann DonathAmeriprise Financial Services, LLCEdward Jones09-12-2014
Lisa Ann SpadoniAmeriprise Financial Services, LLCEdward Jones01-23-2013
Joshua John CorroyAmeriprise Financial Services, LLCEdward Jones03-13-2012
David G CooperAmeriprise Financial Services, LLCEdward Jones03-31-2011
Dane Lee KlintworthAmeriprise Financial Services, LLCEdward Jones11-22-2010
Robert Wade MillerAssociated Investment Services, Inc.Edward Jones07-21-2015
Chadwick Michael SchloesserB. C. Ziegler and CompanyEdward Jones$2512-07-2012
Jacob William BainB. C. Ziegler and CompanyEdward Jones11-28-2012
Aaron K. KoykkariBMO Harris Financial Advisors, Inc.Edward Jones09-24-2019
Andrew J. KlinzingBMO Harris Financial Advisors, Inc.Edward Jones10-30-2017
Joshua Alan SchaalmaBMO Harris Financial Advisors, Inc.Edward Jones06-13-2017
Patrick LoritzBMO Harris Financial Advisors, Inc.Edward Jones06-19-2015
Jacob Adam KruegerBMO Harris Financial Advisors, Inc.Edward Jones$1004-09-2012
Scott Brendon SchwendingerCharles Schwab & Co., Inc.Edward Jones$5004-02-2012
Lisa Lynn LopacinskiChase Investment Services Corp.Edward Jones10-04-2010
Aaron Michael LawryChase Investment Services Corp.Edward Jones03-30-2010
Michael Brandon PruittChase Investment Services Corp.Edward Jones11-09-2009
Curtis J ArnoldCommonwealth Financial NetworkEdward Jones02-19-2020
Lucas J SchmitzCommonwealth Financial NetworkEdward Jones10-15-2019
Jason Philip WeierCountry Capital Management CompanyEdward Jones09-04-2009
Nicholas Scott MooreCRI Securities, LLCEdward Jones01-16-2017
Next Page »

Showing 1 to 25 of 140 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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.