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

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jimmy JR Blackburn Reed Potter JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$24110-11-2019
A Leslie HornbackLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15001-22-2010
Aaron Brett SuzarSuzar Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2020
Aaron Christopher FraserMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2018
Aaron D KirkCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Aaron DashJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Aaron David JacobyPlanMember Securities CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Aaron J PawlakRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-14-2017
Aaron J VeldheerStrategies Wealth Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2020
Aaron Jordan FreedmanJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2016
Aaron Joseph SiskRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-03-2018
Aaron M WatkinsAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2018
Aaron Mcmichael BriggsThe O.N. Equity Sales CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-03-2017
Aaron Michael FinneyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1,00010-16-2012
Aaron Michael JablonskySTA Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2020
Aaron Michael PierceUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2018
Aaron Michael TillingerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Aaron Norris ChesserPrincipal Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2018
Aaron Phillip SkutelskyMercer Allied Company, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-14-2017
Aaron Thomas CrewseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2009
Aaron Thomas WrightFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2020
Abbe Lynn SpectorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1904-28-2017
Abby Edwards DinkinsWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5011-02-2012
Abdul Kareem Ar-RushdiWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-15-2011
Abdul KhaliqBCG Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-09-2018
Next Page »

Showing 1 to 25 of 7,926 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.