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
Aaron Michael LawryChase Investment Services Corp.Edward Jones03-30-2010
Adam Joseph SmitLPL Financial LLCEdward Jones$1,00011-26-2010
Andrew Christopher TengbladLPL Financial LLCEdward Jones05-02-2011
Andrew Daniel VoeltnerLPL Financial LLCEdward Jones12-18-2014
Andrew J. SchlaferRobert W. Baird & Co. IncorporatedEdward Jones$112-09-2015
Andrew James KennedyLPL Financial LLCEdward Jones03-18-2013
Andrew L MartinLPL Financial LLCEdward Jones04-11-2011
Andrew William PaulPruco Securities, LLC.Edward Jones02-14-2013
Anthony Joseph PochowskiSII Investments, Inc.Edward Jones01-02-2015
Anthony Steven HerbensonRobert W. Baird & Co. IncorporatedEdward Jones$110-04-2013
Brett Alexander StuardLPL Financial LLCEdward Jones10-29-2013
Brian Anthony PaulsonLPL Financial LLCEdward Jones$106-20-2011
Brian Dylan AckerTower Square Securities, Inc.Edward Jones12-17-2009
Brian E WeinbergLPL Financial LLCEdward Jones05-02-2012
Chad Clayton AustinPruco Securities, LLC.Edward Jones01-26-2012
Chadwick Michael SchloesserB. C. Ziegler and CompanyEdward Jones12-07-2012
Charles Harvey Kuhtz IIIFreedom Wealth AllianceEdward Jones08-12-2016
Charles KuhtzLPL FinancialEdward Jones$7008-12-2016
Christine Dawn LadeAmeriprise Financial Services, Inc.Edward Jones$107-29-2016
Christopher J LangPackerland Brokerage Services, Inc.Edward Jones02-09-2009
Dale Andrew KolarLPL Financial LLCEdward Jones$6011-30-2018
Dale KolarLPL FinancialEdward Jones$9011-09-2018
Dane Lee KlintworthAmeriprise Financial Services, Inc.Edward Jones11-22-2010
Darren Lee GraysonThe O.N. Equity Sales CompanyEdward Jones07-16-2009
David Alan FoemmelSII Investments, Inc.Edward Jones08-05-2015
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Showing 1 to 25 of 105 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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