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
Zaneilia Arnicia HarrisHarris and Harris Wealth Management Group, LLCPNC Investments07-09-2009
Zane Jason MichalskiCitizens Securities, Inc.PNC Investments12-21-2009
Zakhele V DhlaminiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-14-2017
Zachary WildEdward JonesPNC Investments$15003-08-2016
Zachary StillmanJ.P. Morgan Securities LLCPNC Investments11-02-2018
Zachary StanopiewiczEdward JonesPNC Investments01-12-2018
Zachary ShepardThe Huntington Investment CompanyPNC Investments03-06-2020
Zachary D WernerCadaret, Grant & Co., Inc.PNC Investments05-13-2016
Zachary Charles EvockAmeriprise Financial Services, LLCPNC Investments$15009-04-2020
Zachary A BushTD Ameritrade Investment Management, LLCPNC Investments07-15-2016
Willie Douglas TateTD Private Client Wealth LLCPNC Investments10-31-2013
William Stephen GreinerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments01-07-2011
William Roy Cashman IIIWells Fargo Clearing Services, LLCPNC Investments11-30-2017
William Robert CloudMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-10-2014
William Ray HarmonVanguard Marketing CorporationPNC Investments03-05-2018
William Michael IzykowskiCharles Schwab & Co., Inc.PNC Investments07-27-2017
William Maxwell FryerFolger Nolan Fleming Douglas IncorporatedPNC Investments08-04-2017
William Glen AddingtonRaymond James Financial Services, Inc.PNC Investments07-14-2017
William Edward SchollyFidelity Brokerage Services LLCPNC Investments08-26-2014
William David Sands JrWinthrop Partners - EPA, LLCPNC Investments06-16-2017
William D McNallyPruco Securities, LLC.PNC Investments09-03-2020
William Christopher JonesCommonwealth Financial NetworkPNC Investments09-03-2020
William C GuisingerCetera Investment Services LLCPNC Investments04-06-2018
William Bryan TurpinFisher InvestmentsPNC Investments10-18-2019
Wesley Jarrett ClarkTIAA-CREF Individual & Institutional Services, LLCPNC Investments11-29-2018
Next Page »

Showing 1 to 25 of 974 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.