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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric Robert DewaltEdward JonesCetera Investment Services LLC08-16-2018
Douglas Hunter PorterfieldEdward JonesInvestment Logistics, LLC08-15-2018
Matthew Michael BeaverGrit Wealth ManagementAmeriprise Financial Services, Inc.08-15-2018
Allison Rachel Senecal AventEdward JonesMercer Allied Company, L.P.08-13-2018
Henrique Oliveira CataldiEdward JonesEqis Securities, LLC08-13-2018
Maria C Del ColonEdward JonesUBS Financial Services Inc.08-13-2018
Robert Patton StansberryCutter & Company, Inc.Wells Fargo Advisors Financial Network, LLC$108-10-2018
Christopher Arnold SparksFirst Heartland Capital, Inc.USA Financial Securities Corporation$108-08-2018
David Michael AptedBristol Financial LLCForest Securities, Inc.08-08-2018
Natalie QuirozEdward JonesWells Fargo Clearing Services, LLC08-07-2018
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Kenneth Carl Pemberton Jr.Farmers Financial Solutions, LLCCetera Investment Services LLC$4008-06-2018
Wade Scott SchmidtEdward JonesT. Rowe Price Investment Services, Inc.08-06-2018
Patrick Randell NorfleetEdward JonesWells Fargo Clearing Services, LLC$108-03-2018
Tania C. FosterEdward JonesGWFS Equities, Inc.08-03-2018
Gordon Schnitzler, Joseph SchnitzlerRaymond JamesStifel Nicolaus & Co.$14108-02-2018
Angela Atkins AmbroseEdward JonesSECU Brokerage Services07-31-2018
Brandon Thomas WhitmoreEdward JonesFidelity Personal and Workplace Advisors07-30-2018
Craig William DennisEdward JonesThe Leaders Group, Inc.07-30-2018
Daniel James FrankEdward JonesRaymond James Financial Services, Inc.07-30-2018
Joey Marie OrdwayEdward JonesPruco Securities, LLC.07-30-2018
Kenneth Jerry Eller Jr.Edward JonesSynovus Securities, Inc.$107-30-2018
Rafael Salvador NunezEdward JonesWells Fargo Clearing Services, LLC07-30-2018
Jennifer Lee BoulangerEdward JonesVALIC Financial Advisors, Inc.07-27-2018
Kevin James WalkerEdward JonesThrivent Investment Management Inc.07-27-2018
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Showing 126 to 150 of 336 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.


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