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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jill Suzanne HartsfieldEdward JonesNationwide Securities, LLC06-20-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Brian Michael McLarneyEdward JonesFidelity Brokerage Services LLC06-18-2018
Jesse Clayton LangleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2018
Larry BridwellLPL Financial LLCLincoln Financial Distributors, Inc.06-15-2018
Eric James HargensEdward JonesForesters Financial Services, Inc.$5006-11-2018
Allen Lee ShandsEdward JonesSecurian Financial Services, Inc.06-11-2018
Tobin Christopher AndersonEdward JonesPacific Select Distributors, LLC06-11-2018
Lynn Carol McEwenEdward JonesAmeriprise Financial Services, LLC$10006-11-2018
John P. LamesajanEdward JonesJ.P. Morgan Securities LLC06-11-2018
Chris Ryan JohanssonEdward JonesTD Ameritrade, Inc.06-11-2018
Anthony Dwayne RichEdward JonesCambridge Investment Research, Inc.06-11-2018
Charity Rachel DickmanEdward JonesFidelity Brokerage Services LLC06-11-2018
George R Astudillo ChaconCharles Schwab & Co., Inc.Scottrade, Inc.06-08-2018
Walter Carl RoddyAXA Advisors, LLCCetera Advisor Networks LLC$10006-08-2018
Jamielle Renee PriemerUMB Financial Services, Inc.Waddell & Reed06-07-2018
John Roland RussoRubinBrown Advisors LLCArchford Capital Strategies, LLC06-06-2018
Taylor Brianne AhernCommunityAmerica Financial Solutions, LLCAmerican Century Investment Services Inc.06-05-2018
Victoria Ann ScolesPrivate Client Services, LLCLPL Financial LLC06-04-2018
Kevin Robert GrellePrivate Client Services, LLCLPL Financial LLC$2406-04-2018
Danton Kent TroyerPrivate Client Services, LLCRFG Advisory, LLC06-04-2018
Travis W. FreemanPrivate Client Services, LLCRFG Advisory, LLC$606-04-2018
Christine Marie CipollaPrivate Client Services, LLCLPL Financial LLC$1006-04-2018
Drew Robert GeldbachPrivate Client Services, LLCRFG Advisory, LLC06-04-2018
Kevin Carlton HarveyEdward JonesTD Ameritrade, Inc.06-04-2018
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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.