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

Firm Total Moves

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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
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
James Earl Webb360 Wealth ManagementEdward Jones$9506-17-2016
Christopher Scott HamiltonA.G.P / Alliance Global PartnersEdward Jones$5001-23-2020
Charles Eric LundbladeA.G.P / Alliance Global PartnersEdward Jones$11008-23-2019
Kyle Grannan JonesA.G.P / Alliance Global PartnersEdward Jones08-08-2014
Kyle William RestadAbundance Financial PlanningEdward Jones10-19-2011
John William McFarlingAdvisor Resource CouncilEdward Jones$1011-16-2017
Brick P ParsonsAdvisor Resource CouncilEdward Jones04-28-2017
James Earl Webb IIAdvisor Resource CouncilEdward Jones06-17-2016
Jensen Phillip PostemaAdvisory Alpha, LLCEdward Jones03-26-2020
Jonathan Michael LevarAdvisory Services NetworkEdward Jones02-21-2018
Coby David CulpepperAE Wealth Management, LLCEdward Jones04-09-2019
Ryan A ThompsonAlderman & AssociatesEdward Jones04-29-2011
Michael Adam WillardAlloy Wealth Holdings LLCEdward Jones07-16-2020
William Todd DoranAllstate Financial Services, LLCEdward Jones$5001-24-2020
Patrick Gerard DaresAllstate Financial Services, LLCEdward Jones12-05-2019
Albert Maurice Omar JudsonAllstate Financial Services, LLCEdward Jones12-02-2019
Darren Thomas DavisAllstate Financial Services, LLCEdward Jones08-16-2019
Alexander F AmoryAllstate Financial Services, LLCEdward Jones08-14-2019
Christopher L HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Patrick R RobinsonAllstate Financial Services, LLCEdward Jones04-12-2017
Eron Niles ThomasAllstate Financial Services, LLCEdward Jones07-14-2015
Michael Paul CassaraAllstate Financial Services, LLCEdward Jones02-27-2015
John Charles DarflerAllstate Financial Services, LLCEdward Jones$5008-01-2013
Matthew Douglas FleschAllstate Financial Services, LLCEdward Jones$10010-24-2012
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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.