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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amanda Vail RidgewayEdward JonesWildes Financial Strategies, Inc01-08-2019
Jena Lynn SullivanEdward JonesLPL Financial LLC01-07-2019
Robert Paul Niklaus KellerEdward JonesWells Fargo Clearing Services, LLC01-07-2019
Joshua Michael ShafferEdward JonesHD Vest Investment Services01-07-2019
John Paul NordstromEdward JonesCambridge Investment Research Advisors, Inc.12-20-2018
Michelle Lee DubenaEdward JonesCitizens Securities, Inc.12-19-2018
Patrick Wayne NorrisEdward JonesThrivent Investment Management Inc.12-17-2018
Robert Nathan WillisonEdward JonesLPL Financial LLC12-14-2018
Charles Knight PettitEdward JonesFDX Capital LLC12-10-2018
Emma J. AragonEdward JonesWells Fargo Clearing Services, LLC12-10-2018
Zachary Ross HebbertEdward JonesRaymond James Financial Services, Inc.12-10-2018
Jesus Salazar SalazarEdward JonesPFS Investments Inc.12-06-2018
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Robert Angel MolinaEdward JonesSeverin Investments LLC11-26-2018
Gregory C. VickersEdward JonesLPL Financial LLC11-21-2018
Steven John MaxwellEdward JonesMorgan Stanley & Co. LLC11-20-2018
Robert CompetielloEdward JonesT3 Trading Group, LLC11-19-2018
Antonio A. LopezEdward JonesWaddell & Reed11-19-2018
Brandon Thomas PatroneEdward JonesSignator Investors, Inc.11-19-2018
Albert K. LazaroEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated11-12-2018
John Michael BaggettEdward JonesJ.P. Morgan Securities LLC11-12-2018
Gerald Weeks MadsenEdward JonesLPL Financial LLC$1011-09-2018
Larry Alan MathisonEdward JonesIntegrity Funds Distributor, LLC11-06-2018
Matthew Marc MedveskyEdward JonesBB&T Securities, LLC11-05-2018
Miranda Joy YountEdward JonesOak Tree Financial Services, LLC10-31-2018
Next Page »

Showing 1 to 25 of 159 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.

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