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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Adam Bruce AndersonAmeriprise Financial Services, Inc.Edward Jones$15005-11-2018
Adam ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones$19302-13-2018
Adam G. BurtonRegulus Advisors, LLCEdward Jones12-04-2018
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
Alfred Thomas Duncan IIIAmeriprise Financial Services, Inc.Edward Jones$15010-23-2018
Andreas M. WochtlCitizens Securities, Inc.Edward Jones05-23-2018
Andrew David TillettAmeriprise Financial Services, Inc.Edward Jones04-25-2018
Andrew James SipalaWells Fargo Clearing Services, LLCEdward Jones08-17-2018
Andrew Joseph WillsThe Huntington Investment CompanyEdward Jones10-24-2018
Andrew L. DuckworthJ.P. Morgan Securities LLCEdward Jones07-16-2018
Andrew SmithLPL Financial LLCEdward Jones$1007-16-2018
Anne Durbin ScottLPL Financial LLCEdward Jones$5002-05-2018
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Apoorv NegiRaymond James Financial Services, Inc.Edward Jones11-29-2018
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Arthur Richard LewisPruco Securities, LLC.Edward Jones10-09-2018
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Austin HamiltonStifel, Nicolaus & Company, IncorporatedEdward Jones01-08-2019
Baptiste William Brunner IVVALIC Financial Advisors, Inc.Edward Jones06-25-2018
Ben Voss B. VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
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Showing 1 to 25 of 274 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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