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
Earl Patrick JarolimekEdward JonesBancWest Investment Services, Inc.08-27-2018
Matthew Marc MedveskyEdward JonesBB&T Securities, LLC11-05-2018
Joel TorresEdward JonesBB&T Securities, LLC04-16-2018
Stephen Robert PhairEdward JonesBBVA Securities Inc.08-17-2018
Grant R. MyersEdward JonesBlackRock Investments, LLC$10002-12-2018
Andrew Maurice FlatteryCambridge Investment Research, Inc.BMO Harris Financial Advisors, Inc.$15009-21-2018
Derek A. NicklesonEdward JonesBMO Harris Financial Advisors, Inc.02-12-2018
Joel Kevin HuetOpen Road Wealth Management, LLCBOK Financial Services, Inc.09-17-2018
Tonya L. McCampbellCambridge Investment Research, Inc.Broker Dealer Financial Services Corp.10-20-2018
Timothy Ford HanserClayton Financial Group, LLCBuckingham Strategic Wealth11-21-2018
John Paul NordstromEdward JonesCambridge Investment Research Advisors, Inc.12-20-2018
Anthony Dwayne RichEdward JonesCambridge Investment Research, Inc.06-11-2018
Kevin Wayne DuncanLPL Financial LLCCambridge Investment Research, Inc.02-05-2018
Dustin Jeffrey KurtzEdward JonesCambridge Investment Research, Inc.01-22-2018
James Russell LingerfeltEdward JonesCenter Street Securities, Inc.05-14-2018
Walter Carl RoddyAXA Advisors, LLCCetera Advisor Networks LLC$10006-08-2018
Ryan Kent NobleProsperity PlanningCetera Advisors LLC09-06-2018
Rodney Blane MillerKestra Investment Services, LLCCetera Financial Specialists LLC11-12-2018
Benjamin Bin AnLPL Financial LLCCetera Financial Specialists LLC10-29-2018
Eric Robert DewaltEdward JonesCetera Investment Services LLC08-16-2018
Michelle Lee DubenaEdward JonesCitizens Securities, Inc.12-19-2018
John RandallEdward JonesCitizens Securities, Inc.04-23-2018
Walter A. JuarezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company07-09-2018
Michael James CaplesFarmers Financial Solutions, LLCCountry Capital Management Company01-29-2018
Scott Daniel SchloegelRoyal Alliance Associates, Inc.Creative Planning, Inc.04-13-2018
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Showing 26 to 50 of 344 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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