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
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
David Paul MastersEdward JonesAccelerated Capital Group09-17-2018
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Jayson BestEdward JonesAllen, Mooney & Barnes Brokerage Services, LLC03-29-2019
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Robert Luke Noble Jr.Edward JonesAMDG Financial03-29-2019
Greg Gratian JurnaEdward JonesAmeriprise Financial Services, Inc.05-24-2019
Renata GarbowskiEdward JonesAmeriprise Financial Services, Inc.04-18-2019
Jason N. GlazierEdward JonesAmeriprise Financial Services, Inc.03-15-2019
Andrew C WaltersEdward JonesAmeriprise Financial Services, Inc.01-28-2019
Michael D. HaakinsonEdward JonesAmeriprise Financial Services, Inc.11-19-2018
Anthony M. DonnellyEdward JonesAmeriprise Financial Services, Inc.09-21-2018
Arthur Howell CopperthiteEdward JonesAmeriprise Financial Services, Inc.08-21-2018
John W DemeoEdward JonesAmeriprise Financial Services, Inc.07-27-2018
Gabriel Jerome NelsonEdward JonesAmeritas Investment Corp.03-07-2019
Charles W. JarvisEdward JonesAmplify Investments LLC02-25-2019
Carl MikelEdward JonesAXA Advisors, LLC05-24-2019
Theresa Anne HarrisonEdward JonesAXA Advisors, LLC05-13-2019
Chia Hua SungEdward JonesAXA Advisors, LLC10-05-2018
Matthew Reese MasonEdward JonesB.O.S.S. Retirement Advisors, LLC01-18-2019
Earl Patrick JarolimekEdward JonesBancWest Investment Services, Inc.08-27-2018
Michael HyerEdward JonesBankers Life Securities, Inc.06-14-2019
Matthew Marc MedveskyEdward JonesBB&T Securities, LLC11-05-2018
Oliver Christian PuhrEdward JonesBBVA Securities Inc.01-18-2019
Stephen Robert PhairEdward JonesBBVA Securities Inc.08-17-2018
Next Page »

Showing 1 to 25 of 249 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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