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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
A Paul OlsenBenjamin F. Edwards & Company, Inc.Wells Fargo Advisors Financial Network, LLC12-04-2009
Abbey AjayiMML Investors Services, LLCWells Fargo Advisors Financial Network, LLC$5010-03-2017
Abigail Allison LinnAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$2507-10-2017
Adam Jamar BowenSummit Brokerage Services, Inc.Wells Fargo Advisors Financial Network, LLC$20006-11-2015
Adam Michael LeachEdward JonesWells Fargo Advisors Financial Network, LLC08-15-2016
Adam Thomas MarquardtCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$23308-07-2020
Adrienne Elise MooreLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$5008-08-2018
Aeda ChungMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC04-30-2020
Aileen Joy YoshidaLPL Financial LLCWells Fargo Advisors Financial Network, LLC$2508-30-2018
Alan Isaac SassonRaymond James & Associates, Inc.Wells Fargo Advisors Financial Network, LLC06-22-2012
Alan L BroderickPurshe Kaplan Sterling InvestmentsWells Fargo Advisors Financial Network, LLC$20003-01-2018
Alan Robert Nachman IINachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC$37505-01-2018
Albert C Brown JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-18-2009
Albert Steven McIntee JrFidelity Brokerage Services LLCWells Fargo Advisors Financial Network, LLC04-19-2016
Alexander Noel VarelaLPL Financial LLCWells Fargo Advisors Financial Network, LLC09-07-2017
Alexander Robert BenciniLPL Financial LLCWells Fargo Advisors Financial Network, LLC02-18-2020
Alexander T GossLPL Financial LLCWells Fargo Advisors Financial Network, LLC$15006-20-2014
Alexander Trewitt BurroughsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-16-2018
Alfred Joseph SimmonsMoneta Group Investment Advisors, LLCWells Fargo Advisors Financial Network, LLC09-10-2020
Allan R Robertson JrCambridge Investment Research, Inc.Wells Fargo Advisors Financial Network, LLC$4110-20-2016
Allan Wesley HornerCriterion Capital Advisors LLCWells Fargo Advisors Financial Network, LLC06-01-2018
Allen Bruno LorenziLPL Financial LLCWells Fargo Advisors Financial Network, LLC$2508-13-2020
Allen Lorenzi Ira Shapiro Michael WalkerLPL Financial LLCWells Fargo Advisors Financial Network, LLC$37508-13-2020
Alyssa Baird LumLuminate Financial PlanningWells Fargo Advisors Financial Network, LLC08-23-2017
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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.