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.

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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
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Lisa Anne MartinWells Fargo Clearing Services, LLCEdward Jones06-06-2019
Lincoln Nathaniel HirschFidelity Brokerage Services LLCEdward Jones06-04-2019
Felicia Ann BrightbillRaymond James Financial Services, Inc.Edward Jones05-17-2019
Ehi Ikhayere OziegbeTD Ameritrade, Inc.Edward Jones04-23-2019
Matthew Kyle SimcoxAmeriprise Financial Services, LLCEdward Jones04-17-2019
Coby David CulpepperAE Wealth Management, LLCEdward Jones04-09-2019
Katherine Maranda NashFidelity Brokerage Services LLCEdward Jones04-03-2019
Casey Adam GriesemerLPL Financial LLCEdward Jones03-21-2019
Danna SchmidtWells Fargo Clearing Services, LLCEdward Jones02-19-2019
Matthew Dill LandryAmeriprise Financial Services, LLCEdward Jones02-13-2019
Jason Lee HarrisRaymond James Financial Services, Inc.Edward Jones02-01-2019
Marla Smith HanksLPL Financial LLCEdward Jones01-31-2019
Makanjila Kumba De AlmeidaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-30-2019
Jeffrey Garland KeeneHilltop Securities Inc.Edward Jones01-28-2019
Lisa Jeannine ThornTD Ameritrade, Inc.Edward Jones01-14-2019
Jordan A DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Laura Michelle CooperFirst Allied Securities, Inc.Edward Jones12-12-2018
Jeffery AtwellWells Fargo Advisors Financial Network, LLCEdward Jones$5011-29-2018
Jesus SaenzJ.P. Morgan Securities LLCEdward Jones11-20-2018
Dennis D SumpCambridge Investment Research, Inc.Edward Jones$15011-19-2018
Kenneth Brian IsbellLPL Financial LLCEdward Jones11-16-2018
Joseph David OliverMorgan StanleyEdward Jones11-02-2018
Nicolas Perez IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-29-2018
Michael D FesslerWestlake Wealth Management, LLCEdward Jones10-18-2018
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Showing 1 to 25 of 37 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.