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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron D. MutherEdward JonesPaychex Securities Corporation09-07-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Aaron ThompsonEdward JonesEdward Jones10-01-2018
Adam Byron ClarkAdvicePeriod, LLCMoneta Group Investment Advisors, LLC03-01-2018
Adam Charles HawleyLPL Financial LLCWaddell & Reed08-21-2018
Adam James MaddoxPruco Securities, LLC.Thrivent Investment Management Inc.06-29-2018
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Adriane Linette WashburnEdward JonesPrincipal Securities, Inc.08-27-2018
Akinfolarin Oladayo SessiEdward JonesEdward Jones03-28-2018
Alex Corbin RockEdward JonesProFunds Distributors, Inc.04-16-2018
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Alice Cameron DolbowEdward JonesRobert W. Baird & Co. Incorporated$15002-28-2018
Allen Lee FrederickCapital Management Services, Inc.Brokers International Financial Services, LLC.01-02-2019
Allen Lee ShandsEdward JonesSecurian Financial Services, Inc.06-11-2018
Allison Rachel Senecal AventEdward JonesMercer Allied Company, L.P.08-13-2018
Aloysius Martin BrownWorthyNest LLCProsperity Capital Advisors07-03-2018
Amanda Vail RidgewayEdward JonesWildes Financial Strategies, Inc01-08-2019
Amy Lynn PalmerEdward JonesReinhardt Financial Services Inc07-16-2018
Andrew Brandt BradshawTower Wealth ManagersCreative Planning12-26-2018
Andrew C. HaleEdward JonesFarmers Financial Solutions, LLC09-10-2018
Andrew David RogersLPL Financial LLCWaddell & Reed08-21-2018
Andrew F. BrownEdward JonesUAT Resources, LLC10-08-2018
Andrew Joseph SoladaEdward JonesUBS Securities LLC09-17-2018
Andrew Maurice FlatteryCambridge Investment Research, Inc.BMO Harris Financial Advisors, Inc.$15009-21-2018
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Showing 1 to 25 of 552 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.