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

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy D JansenTwo West Capital Advisors LLCWaddell & Reed02-06-2020
Nicole Rae BowenEdward JonesWaddell & Reed11-12-2019
David Jerome JacksonLPL Financial LLCWaddell & Reed$2509-20-2019
Bridget Valexa JacksonLPL Financial LLCWaddell & Reed$1009-20-2019
Amanda Erin CampbellLPL Financial LLCWaddell & Reed$2509-20-2019
Michael Keith NapierSecurities America, Inc.Waddell & Reed09-19-2019
Brent Dean DomeCetera Advisor Networks LLCWaddell & Reed$5005-29-2019
Micoli Donn BatesCWM, LLCWaddell & Reed05-29-2019
Marta Elena CurryCetera Advisor Networks LLCWaddell & Reed05-29-2019
Karsten Gabriel BondCWM, LLCWaddell & Reed$705-29-2019
Chad Edward PhippsCWM, LLCWaddell & Reed05-29-2019
Shawn M PowellCWM, LLCWaddell & Reed05-29-2019
Benjamin Jerome HeerenCWM, LLCWaddell & Reed05-29-2019
Clark James McdonaldCWM, LLCWaddell & Reed05-29-2019
Christopher M JacobyAmeriprise Financial Services, LLCWaddell & Reed02-13-2019
Jeffrey Douglas WilkinsonV Wealth Advisors LLCWaddell & Reed01-16-2019
Cole Gerard TrippCreative PlanningWaddell & Reed01-07-2019
Johnathan Pierce CullenCreative PlanningWaddell & Reed10-12-2018
Nicholas Bradford BurchsteadCreative PlanningWaddell & Reed10-09-2018
Samual Jacob CarrollCreative PlanningWaddell & Reed09-24-2018
Tony Evertt JenningsChange Path LLCWaddell & Reed$2509-17-2018
James C CookThe O.N. Equity Sales CompanyWaddell & Reed08-07-2018
Craig Allen LarsenThe O.N. Equity Sales CompanyWaddell & Reed$2503-15-2018
Timothy Charles FastPackerland Brokerage Services, Inc.Waddell & Reed02-16-2018
Christopher Joseph McNeilCommerce Brokerage Services, Inc.Waddell & Reed12-04-2017
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Showing 1 to 25 of 63 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.