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
Alfred Ponder JrAvantax Investment Services, Inc.SunTrust Investment Services, Inc.$10004-29-2016
Allison Dowdy ParsonsSynovus Securities, Inc.SunTrust Investment Services, Inc.$15008-21-2018
Andrew HillHighTower Advisors, LLCSunTrust Investment Services, Inc.$26008-21-2017
Andrew James HillHighTower Securities, LLCSunTrust Investment Services, Inc.08-18-2017
Andrew Robert Gay JrSynovus Securities, Inc.SunTrust Investment Services, Inc.$15006-20-2016
Anne Russell Calvert BazzelGoldman Sachs & Co.SunTrust Investment Services, Inc.$15007-19-2019
Arthur BickerstaffSynovus Securities, Inc.SunTrust Investment Services, Inc.07-12-2018
Beau B SkaggsE*TRADE Securities LLCSunTrust Investment Services, Inc.02-06-2020
Becky SkinnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.$10004-27-2012
Bradley Paul CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-27-2013
Brian Patrick JohnstonPurshe Kaplan Sterling InvestmentsSunTrust Investment Services, Inc.$5005-15-2015
Brian Richard BuzunWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.$2510-08-2010
Chitra Jay PatelWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-04-2013
Christina U AndrzejewskiHighTower Securities, LLCSunTrust Investment Services, Inc.08-18-2017
Christopher Joseph TyraWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.06-20-2016
Clay HoffmanSummit Brokerage Services, Inc.SunTrust Investment Services, Inc.$8405-03-2013
Deborah Ann HassanRaymond James & Associates, Inc.SunTrust Investment Services, Inc.$2503-06-2019
Deborah Riney SmithRaymond James & Associates, Inc.SunTrust Investment Services, Inc.03-06-2019
Derek Rudolf DAlonzoAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.08-24-2017
Frank Anthony FontanellaFisher InvestmentsSunTrust Investment Services, Inc.05-03-2013
Geoffrey Ryan GoberWest Paces Advisors, Inc.SunTrust Investment Services, Inc.04-11-2018
Harold S SladeSynovus Securities, Inc.SunTrust Investment Services, Inc.04-02-2018
Harry MullenLPL Financial LLCSunTrust Investment Services, Inc.$7205-19-2017
Hershall Ashley StapletonEdward JonesSunTrust Investment Services, Inc.08-20-2012
James Russell Davidson SrSynovus Securities, Inc.SunTrust Investment Services, Inc.06-20-2016
Next Page »

Showing 1 to 25 of 75 entries

Page 1 | 2 | 3

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.