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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Debra Feaser, Michael EisenbraunAmeriprise Financial Services, Inc.Edward Jones$21511-02-2018
Gary Lawrence WaltersAmeriprise Financial Services, Inc.Edward Jones11-16-2018
Brenda Lynn GoekenAmeriprise Financial Services, Inc.Edward Jones$2511-15-2018
Michael Francis RichardsAmeriprise Financial Services, Inc.Edward Jones11-15-2018
Debra Ann FeaserAmeriprise Financial Services, Inc.Edward Jones$2511-02-2018
Michael V. EisenbraunAmeriprise Financial Services, Inc.Edward Jones11-02-2018
Alfred Thomas Duncan IIIAmeriprise Financial Services, Inc.Edward Jones$15010-23-2018
Jeffery HattawayAmeriprise Financial Services, Inc.Edward Jones10-19-2018
Daniel CaseyAthena Advisory Services Inc.Edward Jones01-07-2019
Dennis D. SumpCambridge Investment Research, Inc.Edward Jones$15011-19-2018
Nicole Lee Marie GuimondsCitizens Securities, Inc.Edward Jones12-17-2018
Russell Donald RhodesClient One Securities LLCEdward Jones10-17-2018
Richard Fifield JrCUNA Brokerage Services, Inc.Edward Jones12-18-2018
Leif Stefone TinsleyCUSO Financial Services, L.P.Edward Jones12-17-2018
Marshall David ButlerEGP Wealth Management, LLCEdward Jones11-15-2018
Casey August ClureEnso Wealth Management, LLCEdward Jones12-21-2018
Joshua John MalyFifth Third Securities, Inc.Edward Jones12-17-2018
Michael Scott CampbellGeneos Wealth Management, Inc.Edward Jones11-09-2018
John Patrick McnamaraHighball AdvisorsEdward Jones10-31-2018
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Jesus SaenzJ.P. Morgan Securities LLCEdward Jones11-20-2018
Nathan Kamran AfshinJ.P. Morgan Securities LLCEdward Jones11-20-2018
Greg FlynnJ.P. Morgan Securities LLCEdward Jones11-15-2018
Thomas Eric BennettJ.P. Morgan Securities LLCEdward Jones10-30-2018
Chase HallL.M. Kohn & CompanyEdward Jones10-11-2018
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Showing 1 to 25 of 83 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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