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
Drew David HowardEdward JonesLincoln Financial Advisors Corporation06-29-2018
Shawn Lee EhrhardtWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$2506-28-2018
Brian Bell, Aaron FosterRBC Wealth ManagementJPMorgan Chase & Co.$20006-26-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Danny Joe PettyEdward JonesRaymond James & Associates, Inc.06-25-2018
Neal Evan AlsterAmeriprise Financial Services, Inc.Investment Professionals, Inc.$15006-22-2018
Rusty L ReamAmeriprise Financial Services, Inc.Investment Professionals, Inc.$2506-22-2018
Kevin Michael BeahanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-22-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
William Cordell WitherspoonAdvocacy Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2018
Jesse Clayton LangleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-18-2018
Larry BridwellLPL Financial LLCLincoln Financial Distributors, Inc.06-15-2018
Todd Krentz, Justin Brown, Michelle EvansRaymond JamesStifel, Nicolaus & Company, Incorporated$23006-14-2018
Lynn Carol McEwenEdward JonesAmeriprise Financial Services, Inc.$10006-11-2018
Eric James HargensEdward JonesForesters Financial Services, Inc.$5006-11-2018
Anthony Dwayne RichEdward JonesCambridge Investment Research, Inc.06-11-2018
Walter Carl RoddyAXA Advisors, LLCCetera Advisor Networks LLC$10006-08-2018
Sean Patrick ClementzEdward JonesAmeriprise Financial Services, Inc.06-04-2018
Christopher John HartEdward JonesWells Fargo Clearing Services, LLC06-04-2018
Ryan James CarterEdward JonesAXA Advisors, LLC06-04-2018
Nicholas Joseph GehrsCutter & Company, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$10006-02-2018
Cheri Kay DegeareCutter & Company, Inc.J.J.B. Hilliard, W.L. Lyons, LLC06-02-2018
Joseph Radu BeckCutter & Company, Inc.J.J.B. Hilliard, W.L. Lyons, LLC06-01-2018
Steven James HasenmuellerLPL Financial LLCVoya Financial Advisors, Inc.05-31-2018
Russ Miller StallingsEdward JonesFS Investment Solutions, LLC$5005-29-2018
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Showing 176 to 200 of 344 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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