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

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shelley Sue WhitnackAPW Capital, Inc.Wells Fargo Advisors Financial Network, LLC03-25-2011
Michael Joseph HudockAPW Capital, Inc.Wells Fargo Advisors Financial Network, LLC$26103-25-2011
Ellen Elizabeth BoyceThe Investment Center, Inc.Wells Fargo Advisors Financial Network, LLC$306-11-2012
Shawn Alan BerwagerEquitable Advisors, LLCWells Fargo Advisors Financial Network, LLC12-04-2012
William Robert PoffJanney Montgomery Scott LLCWells Fargo Advisors Financial Network, LLC06-19-2013
Matthew Adam CramerCharles Schwab & Co., Inc.Wells Fargo Advisors Financial Network, LLC07-30-2013
Keith Thomas MorrisRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2509-12-2013
Gregory Joseph WeimerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Kurt Edward KimmichRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$2504-24-2015
James Austin WildingRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10004-24-2015
Jonathan Harper JordanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Randall Jack HolcombeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Steven Richard EconomopoulosEcon Wealth ManagementWells Fargo Advisors Financial Network, LLC10-08-2015
Darin Michael KossRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
Jared Furman KohlRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
James Jay Thomas JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
Bradford Davis Alliger SrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-05-2016
Anthony Louis Disalvo IIICambridge Investment Research, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2016
Allan R Robertson JrCambridge Investment Research, Inc.Wells Fargo Advisors Financial Network, LLC$4110-20-2016
Jose Antonio SerraCambridge Investment Research, Inc.Wells Fargo Advisors Financial Network, LLC$5011-16-2016
Joseph Francis Mahoney JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-01-2017
Paul David HeffelfingerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5003-01-2017
Danielle Hope FlickingerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-01-2017
Wade G WilliamsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-01-2017
Timothy Mark WeishornLPL Financial LLCWells Fargo Advisors Financial Network, LLC03-13-2017
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Showing 1 to 25 of 53 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.