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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Matthew SchramW&S Brokerage Services, Inc.Edward Jones05-15-2018
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones02-15-2018
Aaron Ralph WolgamottTransamerica Financial Advisors, IncEdward Jones08-03-2018
Aaron ThompsonEdward JonesEdward Jones10-01-2018
Abby L. DueittMML Investors Services, LLCEdward Jones12-18-2018
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Adam Bruce AndersonAmeriprise Financial Services, LLCEdward Jones$15005-11-2018
Adam G. BurtonRegulus Advisors, LLCEdward Jones12-04-2018
Adam Luis RichwineRBC Capital Markets, LLCEdward Jones08-27-2018
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Akinfolarin Oladayo SessiEdward JonesEdward Jones03-28-2018
Akshay Ajit SomaSecurian Financial Services, Inc.Edward Jones07-17-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Alexandro GonzalezJ.P. Morgan Securities LLCEdward Jones03-21-2018
Alford Perryman JrAllstate Financial Services, LLCEdward Jones07-26-2018
Alfred Thomas Duncan IIIAmeriprise Financial Services, LLCEdward Jones10-23-2018
Alyssa Marie TitusRBC Capital Markets, LLCEdward Jones10-23-2018
Amal HagisufiPruco Securities, LLC.Edward Jones08-15-2018
Amy Lyn GreinerKingsview Wealth Management, LLCEdward Jones$2509-13-2018
Andreas M. WochtlCitizens Securities, Inc.Edward Jones05-23-2018
Andrew A StumpJ.P. Morgan Securities LLCEdward Jones06-22-2018
Andrew David TillettAmeriprise Financial Services, LLCEdward Jones04-25-2018
Andrew Erik ThompsonEnso Wealth Management, LLCEdward Jones05-15-2018
Andrew Garret BalcerParadigm Equities, Inc.Edward Jones03-21-2018
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Showing 1 to 25 of 516 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.