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
Matthew T CechMML Investors Services, LLCMorgan Stanley$2507-27-2020
Benjamin S BlumenthalUBS Financial Services Inc.Morgan Stanley07-23-2020
John Cochran Buck JrRaymond James Financial Services, Inc.Morgan Stanley$10005-22-2020
Donte LambertPNC InvestmentsMorgan Stanley05-06-2020
Eliran AssarafCitigroup Global Markets Inc.Morgan Stanley05-06-2020
Jessica Amanda ClowneyJ.P. Morgan Securities LLCMorgan Stanley04-07-2020
Tyler GahsCommonwealth Financial NetworkMorgan Stanley02-24-2020
William Christopher SchadtyHarbor Investment Advisory, LLCMorgan Stanley$5002-05-2020
Elisha SimkovichDevelopment Corporation For IsraelMorgan Stanley01-22-2020
Stephanie Lee LattaRBC Capital Markets, LLCMorgan Stanley$10001-07-2020
Andrew Wesley GoodwinCharles Schwab & Co., Inc.Morgan Stanley11-20-2019
Thomas Martin BlackBrown Advisory Securities, LLCMorgan Stanley10-24-2019
Sherryleen A LynchCitigroup Global Markets Inc.Morgan Stanley10-03-2019
Sharon Elizabeth PerdueMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-19-2019
Ann Lynette TaylorCharles Schwab & Co., Inc.Morgan Stanley08-01-2019
James Neal Washington IiWells Fargo Advisors Financial Network, LLCMorgan Stanley06-27-2019
David Michael ButlerWells Fargo Clearing Services, LLCMorgan Stanley$5005-31-2019
Matthew Manning IiRBC Capital Markets, LLCMorgan Stanley$5005-29-2019
Michael Anthony AnselmiWells Fargo Advisors Financial Network, LLCMorgan Stanley$1,00004-18-2019
Michael Francis ByrneRBC Capital Markets, LLCMorgan Stanley04-17-2019
Peter A GeorgelakosWells Fargo Clearing Services, LLCMorgan Stanley$5003-01-2019
Jeffrey Alan MarinerRBC Capital Markets, LLCMorgan Stanley02-21-2019
Luke E KrmpotichCambridge Investment Research, Inc.Morgan Stanley01-10-2019
Laura Dean Perkins MarkoffWells Fargo Advisors Financial Network, LLCMorgan Stanley01-08-2019
Sean Christopher SomervilleCoastal Equities, Inc.Morgan Stanley12-27-2018
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Showing 1 to 25 of 206 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.