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

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Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel J FisherMorgan StanleyUSAA Investment Services Company03-15-2019
Scott Herbert SundbergRaymond James Financial Services, Inc.USAA Investment Services Company02-13-2019
James CoxRaymond James Financial Services, Inc.USAA Investment Services Company02-08-2019
Timothy S BradyRaymond James & Associates, Inc.USAA Investment Services Company01-14-2019
Everett K BarneyCharles Schwab & Co., Inc.USAA Investment Services Company01-03-2019
Matthew J SzabadRaymond James & Associates, Inc.USAA Investment Services Company12-19-2018
Dana ManleyEdward JonesUSAA Investment Services Company08-31-2018
Benjamin W RunnellsRaymond James Financial Services, Inc.USAA Investment Services Company08-29-2018
Eugene Ray Charles JrLion Street Financial, LLCUSAA Investment Services Company07-30-2018
Christopher Joseph LotoRaymond James & Associates, Inc.USAA Investment Services Company$2503-14-2019
Nicholas Daniel Manukas JrCetera Investment Services LLCUSAA Investment Services Company$5011-13-2018
Zehra M CandlerLPL Financial LLCUSAA Investment Services Company$15003-25-2019

Showing 1 to 12 of 12 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.