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
Andrew Jackson Yenn-BatahE*TRADE Securities LLCMML Investors Services, LLC09-13-2018
Brad Stewart BargerSunTrust Investment Services, Inc.MML Investors Services, LLC07-01-2016
Dibyendu DePark Avenue Securities LLCMML Investors Services, LLC09-21-2018
Douglas Luther VowelsAdvisory Services NetworkMML Investors Services, LLC12-04-2019
Edward Gary BeckermanInternational Assets Advisory, LLCMML Investors Services, LLC09-04-2019
Faizan Hamid MoosaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC07-11-2017
James Ryan BoydLPL Financial LLCMML Investors Services, LLC12-18-2019
Jason A JonesFidelity Brokerage Services LLCMML Investors Services, LLC$15002-20-2020
Jason Edward KlinedinstAmeriprise Financial Services, LLCMML Investors Services, LLC06-20-2019
Jeffrey John WeronickSunTrust Investment Services, Inc.MML Investors Services, LLC08-24-2017
Jeremy HalbergIFP Securities, LLCMML Investors Services, LLC02-05-2020
John Calhoun DanielAllstate Financial Services, LLCMML Investors Services, LLC02-27-2018
John Franklin ThomasMorgan StanleyMML Investors Services, LLC04-27-2018
Joseph Yong YiEquity Services, Inc.MML Investors Services, LLC05-04-2020
Justin Christopher MartinRaymond James Financial Services, Inc.MML Investors Services, LLC$10009-09-2011
Karle Edward StinehourThe O.N. Equity Sales CompanyMML Investors Services, LLC02-15-2013
Kevin J LinseyPark Avenue Securities LLCMML Investors Services, LLC$16006-24-2011
Lebron C MorganJ.P. Morgan Securities LLCMML Investors Services, LLC05-13-2019
Leida Montez SpellerEquity Services, Inc.MML Investors Services, LLC09-24-2020
Matthew GoodwinPeachCap Securities, Inc.MML Investors Services, LLC12-02-2015
Megan R HarrisEquity Services, Inc.MML Investors Services, LLC09-17-2020
Michael Keith ArgoDempsey Lord Smith, LLCMML Investors Services, LLC06-03-2013
Morgan MarlinCetera Advisors LLCMML Investors Services, LLC10-09-2017
Nathan Kruzan WilinskiCambridge Investment Research, Inc.MML Investors Services, LLC02-15-2019
Noah Hunter ReichertLPL Financial LLCMML Investors Services, LLC12-14-2018
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Showing 1 to 25 of 38 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.