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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Recruiting Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
A Gib McEachran John W HardyCetera Advisor Networks LLCLPL Financial LLC$27011-29-2019
Aaron BitranCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Aaron Charles SchmoekelSmart Investor, LLCLPL Financial LLC02-22-2018
Aaron Cornelius MabonCommonwealth Financial NetworkLPL Financial LLC11-15-2012
Aaron D HendryAmeriprise Financial Services, LLCLPL Financial LLC07-18-2018
Aaron Dale OskeyCambridge Investment Research, Inc.LPL Financial LLC02-01-2017
Aaron Eichhorn GrantMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC12-11-2019
Aaron Lee BoehmKMS Financial Services, Inc.LPL Financial LLC$3906-24-2011
Aaron Michael AgteGraystone Advisor, LLCLPL Financial LLC06-21-2019
Aaron Michael BrickleyBrickley Wealth ManagementLPL Financial LLC07-18-2017
Aaron R LozierKey Investment Services LLCLPL Financial LLC09-21-2016
Aaron Robert HatchWoven Capital, LLCLPL Financial LLC10-02-2014
Aaron VasilNorth South Capital, LLCLPL Financial LLC04-17-2009
Abbas A RawootAllstate Financial Services, LLCLPL Financial LLC03-26-2012
Adam A GamboaBBVA Securities Inc.LPL Financial LLC02-25-2020
Adam Alexander AulestiaAulestia Wealth Management, Inc.LPL Financial LLC04-30-2019
Adam Blake BonnerIndependent Financial Group, LLCLPL Financial LLC05-21-2019
Adam E TruittCetera Advisor Networks LLCLPL Financial LLC$5002-13-2017
Adam James MclaughlinRiver Raisin Investment Partners, Inc.LPL Financial LLC$2509-10-2019
Adam John ThomasRaymond James Financial Services, Inc.LPL Financial LLC$5003-31-2017
Adam Louis NietoSorrento Pacific Financial, LLCLPL Financial LLC$19401-30-2017
Adam M JonesCUNA Brokerage Services, Inc.LPL Financial LLC12-05-2017
Adam Neal SilvermanMorgan StanleyLPL Financial LLC07-25-2012
Adam ODell CoopIndependent Financial PartnersLPL Financial LLC$5010-25-2019
Adam R HarrisEdward JonesLPL Financial LLC08-14-2017
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Showing 1 to 25 of 3,375 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.