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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Anthony BallewAllstate Financial Services, LLCFifth Third Securities, Inc.$2501-15-2014
James Steven HammondAmerican Equity Investment CorporationFifth Third Securities, Inc.04-06-2017
Jeffrey Lauren RyanCetera Advisors LLCFifth Third Securities, Inc.$2506-03-2014
Tony L IanniCharles Schwab & Co., Inc.Fifth Third Securities, Inc.08-17-2020
Joseph K HelfrichCharles Schwab & Co., Inc.Fifth Third Securities, Inc.$10012-20-2017
Genan Marie KirbyCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$15001-04-2019
Kurt Edward DeckerCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$2503-22-2016
Melissa Ann AcherCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$5009-16-2009
Ann Michelle DavisJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-11-2019
Zachary T AshbyJ.P. Morgan Securities LLCFifth Third Securities, Inc.04-29-2019
Robert M StephensonJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-02-2018
David L ReckerJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-12-2017
Casimer J KrollJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-01-2017
Monica Lynn ChicoJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-03-2017
Michael Douglas McMorrisJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-15-2015
Steven Todd HendersonJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-23-2015
Robert K DhooreJ.P. Morgan Securities LLCFifth Third Securities, Inc.$15006-11-2014
Daniel Gray MceachernJ.P. Morgan Securities LLCFifth Third Securities, Inc.$5001-09-2014
Christopher D CamdenKey Investment Services LLCFifth Third Securities, Inc.04-13-2017
Lisa MurrayLPL Financial LLCFifth Third Securities, Inc.$10004-28-2016
Craig C HuttonLPL Financial LLCFifth Third Securities, Inc.$10010-09-2020
Matthew Ryan BrinkmannLPL Financial LLCFifth Third Securities, Inc.02-28-2018
Christina Beth HitchcockLPL Financial LLCFifth Third Securities, Inc.10-20-2017
Lisa Ann MurrayLPL Financial LLCFifth Third Securities, Inc.04-22-2016
Daniel Paul DevineLPL Financial LLCFifth Third Securities, Inc.04-11-2016
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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.