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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick FultonRaymond James financial Services, Inc.Edward Jones$17506-11-2020
Shane GoffProspera Financial Services, Inc.Edward Jones$8707-03-2019
Dale KolarLPL Financial LLCEdward Jones$9011-09-2018
Debra Feaser Michael EisenbraunAmeriprise Financial Services, LLCEdward Jones$21511-02-2018
Bob MeyersLaSalle St Securities, L.L.C.Edward Jones$10010-19-2018
James AsplinLPL Financial LLCEdward Jones$18008-25-2018
Shawn SabelhausProspera Financial Services, Inc.Edward Jones$14007-11-2018
Paul Orlando Derek BusbyAmeriprise Financial Services, LLCEdward Jones$18501-04-2018
James ForsythLPL Financial LLCEdward Jones$7511-16-2017
Tamela SperrLPL Financial LLCEdward Jones$6811-16-2017
Dennis JacksonLPL Financial LLCEdward Jones$13011-13-2017
Nicholas ThomLPL Financial LLCEdward Jones$5511-06-2017
Jay SlouffmanProspera Financial Services, Inc.Edward Jones$18611-03-2017
William HindsLPL Financial LLCEdward Jones$7210-10-2017
Peter BlackwellLPL Financial LLCEdward Jones$5610-09-2017
Gabriella LundqvistLPL Financial LLCEdward Jones$7108-21-2017
Marc MrugalaLPL Financial LLCEdward Jones$6508-04-2017
Michael PickettLPL Financial LLCEdward Jones$5107-19-2017
Paul Lang Emily EllisAmeriprise Financial Services, LLCEdward Jones$36306-16-2017
Cliff CosperLPL Financial LLCEdward Jones$6105-05-2017
Kevin YingstLPL Financial LLCEdward Jones$6703-20-2017
Louis WrayLPL Financial LLCEdward Jones$12103-06-2017
Bruce PorterSecurities America, Inc.Edward Jones$11203-01-2017
James WebbLPL Financial LLCEdward Jones$6802-23-2017
David La RueLPL Financial LLCEdward Jones$5011-07-2016
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Showing 1 to 25 of 3,203 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.