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
Shean Elton FletcherLPL Financial LLCEdward Jones10-05-2018
Gisele Rosita HarveyEdward JonesWells Fargo Clearing Services, LLC10-05-2018
Mary Katherine Witte TabbertEdward JonesLPL Financial LLC$110-05-2018
Drew Robert GeldbachVisionary Wealth Advisors, LLCPrivate Client Services, LLC10-03-2018
Edward InchiostroCetera Investment Services LLCEdward Jones$15010-01-2018
Richard Thomas BartowTriad Advisors LLCThe O.N. Equity Sales Company$1010-01-2018
Peter A. SusicEdward JonesDunham & Associates Investment Counsel, Inc.10-01-2018
Aaron ThompsonEdward JonesEdward Jones10-01-2018
Cole Spencer LouviereEdward JonesEdward Jones10-01-2018
Megan Elizabeth BadolatoCorrect Capital Wealth Management, LLCWells Fargo Clearing Services, LLC10-01-2018
Colin Michael GibbsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-28-2018
John Vincent BiedensteinCorrect Capital Wealth Management, LLCWells Fargo Clearing Services, LLC09-28-2018
Matthew Brandon BestEdward JonesEdward Jones09-27-2018
Scott Christopher NolenPruco Securities, LLC.Saybrus Equity Services, LLC09-26-2018
Blaise HeckmanMML Investors Services, LLCEdward Jones09-25-2018
Michael Joseph GrzedaStifel, Nicolaus & Company, IncorporatedTD Ameritrade, Inc.09-25-2018
Stacy Ann TalaricoEdward JonesFinancial Engines Advisors L.L.C.09-24-2018
Antoinetta Lynn FreemanEdward JonesWoodbury Financial Services, Inc.09-24-2018
Heidi Marie DiemerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-21-2018
Andrew Maurice FlatteryCambridge Investment Research, Inc.BMO Harris Financial Advisors, Inc.$15009-21-2018
Anthony M. DonnellyEdward JonesAmeriprise Financial Services, LLC09-21-2018
Vijay BrahmbhattCommerce Brokerage Services, Inc.Northwestern Mutual Investment Services, LLC09-19-2018
William Michael O'NealEdward JonesJ.P. Morgan Securities LLC09-18-2018
Kara Michele LebanikEdward JonesFidelity Brokerage Services LLC09-18-2018
Brian James SmithAcropolis Investment Management, L.L.C.VALIC Financial Advisors, Inc.09-18-2018
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Showing 126 to 150 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.