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
Brandi Nicole BoundsEdward JonesEdward Jones07-27-2018
Derek Franklin JessPlancorp, LLCRaymond James Financial Services, Inc.07-26-2018
David Scott EmshoffMML Investors Services, LLCHuntleigh Advisors, Inc.07-25-2018
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$2507-24-2018
James Edward Phelps IIISaxony Securities, Inc.Scottrade, Inc.07-23-2018
Brandon Scott WarresEdward JonesE*TRADE Securities LLC07-23-2018
Travis W. FreemanMoneta Group Investment Advisors, LLCPrivate Client Services, LLC07-23-2018
Bradley Louis BoessenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-21-2018
Lennis Louise MoorePackerland Brokerage Services, Inc.Securities America, Inc.$2307-18-2018
Ryan D. EderleMutual of Omaha Investor Services, Inc.MML Investors Services, LLC07-18-2018
John Stanton BurnsOakview Wealth Solutions LLCStifel, Nicolaus & Company, Incorporated07-17-2018
Leigh Ann HarrisEdward JonesHorace Mann Investors, Inc.07-16-2018
Amy Lynn PalmerEdward JonesReinhardt Financial Services Inc07-16-2018
Kaylee Jordan ChambersEdward JonesEdward Jones07-16-2018
Don Edward McKinleyFortify Wealth, Inc.Kestra Investment Services, LLC07-16-2018
John Mitchell McKinleyFortify Wealth, Inc.Kestra Investment Services, LLC07-16-2018
Zachary Steven WagganerFortify Wealth, Inc.Mosaic Family Wealth, LLC07-16-2018
Charles Joseph RuhmannCetera Investment Services LLCScottrade, Inc.07-14-2018
Michael Patrick GerardUBS Financial Services Inc.UBS Financial Services Inc.07-14-2018
Terri Ann CopelandMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Financial Specialists LLC$2507-13-2018
William Joseph SoutherlandWells Fargo Advisors Financial Network, LLCScottrade, Inc.07-12-2018
Richard Allen FrazierEdward JonesEdward Jones07-11-2018
Corey M. StackhouseHuntleigh Securities CorporationEdward Jones07-11-2018
Erin Kathleen SinclairArlington Securities, Inc.Hornor, Townsend & Kent, LLC07-10-2018
Keith Robert CollinsEdward JonesFarmers Financial Solutions, LLC07-10-2018
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Showing 251 to 275 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.