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
William Todd DoranEdward JonesSaybrus Equity Services, LLC$5001-12-2018
Juli Elaine O'FerralEdward JonesPacific Select Distributors, LLC01-12-2018
Minda Mychal WilsonEdward JonesProEquities, Inc.01-12-2018
Matthew Alan PetersonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2018
Jeffrey Joseph GeibelEdward JonesWoodmen Financial Services, Inc.01-12-2018
Zachary Gregg StanopiewiczEdward JonesPNC Investments01-12-2018
Bryon M. BeinsEdward JonesPacific Select Distributors, LLC$2501-16-2018
Lawrence Lee ByarsEdward JonesFarmers Financial Solutions, LLC01-18-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
Max C. ShanleyEdward JonesJ.P. Morgan Securities LLC01-19-2018
Doris Teresa MullerEdward JonesMDT Advisers, A Division of Federated MDTA LLC$2501-22-2018
Eric Bowen TowellEdward JonesInvesco Distributors, Inc.01-22-2018
Dustin Jeffrey KurtzEdward JonesCambridge Investment Research, Inc.01-22-2018
Joshua Darrell CarterEdward JonesPNC Investments$15001-24-2018
Suzanne G. BarhamEdward JonesKestra Investment Services, LLC$5001-26-2018
Michael Bruce KirkpatrickEdward JonesSorrento Pacific Financial, LLC01-26-2018
Shawn Steven PlunkettEdward JonesTransamerica Financial Advisors, Inc01-26-2018
Davyd Jaron JonesEdward JonesRaymond James & Associates, Inc.01-26-2018
Steven Roy MuseEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2018
Kory Robert DeadrickEdward JonesThrivent Investment Management Inc.01-26-2018
James Selman RollinsEdward JonesWells Fargo Clearing Services, LLC01-26-2018
Bradley Carson ClarkEdward JonesKeystone Financial Group, LLC01-26-2018
Cole Foster NicholsEdward JonesAmeriprise Financial Services, Inc.01-29-2018
Eric Dana MosserEdward JonesWaddell & Reed01-29-2018
Pamela Nisbet McWhorterEdward JonesWells Fargo Clearing Services, LLC$2501-31-2018
Next Page »

Showing 1 to 25 of 279 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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