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
Bryon M. BeinsEdward JonesPacific Select Distributors, LLC$2501-16-2018
William Lawrence SchultzWells Fargo Clearing Services, LLCTD Ameritrade, Inc.01-16-2018
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
Dennis Patton WilliamsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00001-26-2018
Davyd Jaron JonesEdward JonesRaymond James & Associates, Inc.01-26-2018
Michael James CaplesFarmers Financial Solutions, LLCCountry Capital Management Company01-29-2018
Cole Foster NicholsEdward JonesAmeriprise Financial Services, Inc.01-29-2018
Michael S. HermannTD Ameritrade Investment Management, LLCScottrade, Inc.01-31-2018
Christopher Joe BakerEdward JonesSaybrus Equity Services, LLC$5002-01-2018
Richard Bryan YustAXA Advisors, LLCMML Investors Services, LLC$2502-02-2018
Michael James VredenburghMoneta Group Investment Advisors, LLCPlancorp, LLC02-02-2018
David W SmithEdward JonesW&S Brokerage Services, Inc.02-02-2018
Todd Huebler IIEdward JonesFarmers Financial Solutions, LLC02-05-2018
Kevin Wayne DuncanLPL Financial LLCCambridge Investment Research, Inc.02-05-2018
Todd F. GoesslingWells Fargo Clearing Services, LLCScottrade, Inc.02-07-2018
Lillie Ann PowellPNC InvestmentsMML Investors Services, LLC$2,00002-08-2018
Mohamed EldawyVESTECH Securities, Inc.Regal Investment Advisors LLC02-09-2018
Grant R. MyersEdward JonesBlackRock Investments, LLC$10002-12-2018
Melissa Sue MillerEdward JonesApex Clearing Corporation02-12-2018
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Showing 1 to 25 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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