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 Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donald James Zolfo83rd St. Wealth Management, LLCWells Fargo Clearing Services, LLC02-23-2016
Matthew Lawrence Schultz83rd St. Wealth Management, LLCWells Fargo Clearing Services, LLC09-29-2014
Edward Sokolosky Shane SullivanA.G. Edwards & SonsWells Fargo Clearing Services, LLC$5003-18-2010
Paul BedingerA.G. Edwards & SonsWells Fargo Clearing Services, LLC$3801-04-2010
Jennifer Lynn OravskyAbsher Wealth Management, LLCWells Fargo Clearing Services, LLC12-02-2019
Michael Forester Absher JrAbsher Wealth Management, LLCWells Fargo Clearing Services, LLC12-02-2019
Kevin Lawrence MishoeAbsher Wealth Management, LLCWells Fargo Clearing Services, LLC$15011-20-2019
Avelino CortinaAC3 CapitalWells Fargo Clearing Services, LLC06-03-2011
Kurt William MearsAdvance Capital Services, Inc.Wells Fargo Clearing Services, LLC04-15-2010
Kevin Scott StapletonAdvanced Practice Advisors, LLCWells Fargo Clearing Services, LLC12-27-2016
Jacqueline Marie LewisAdvicePeriod, LLCWells Fargo Clearing Services, LLC02-08-2019
Bryan Gerald MussoAdvisor Resource CouncilWells Fargo Clearing Services, LLC$1,00004-26-2019
Brian Jeffrey JassAdvisorNet Wealth ManagementWells Fargo Clearing Services, LLC$1002-23-2016
Jaylon Stewart EllisonAdvisory Services NetworkWells Fargo Clearing Services, LLC06-01-2020
Apostolos Nicholas PapadeaAdvisory Services NetworkWells Fargo Clearing Services, LLC01-20-2016
Michael Howard CohenAegis Capital Corp.Wells Fargo Clearing Services, LLC08-26-2016
Harold WeberAegis Capital Corp.Wells Fargo Clearing Services, LLC$2508-03-2016
Nicole Claire FoxAJ WealthWells Fargo Clearing Services, LLC02-15-2016
Charles Leroy Wisner IIIAlden CapitalWells Fargo Clearing Services, LLC$1,00006-22-2020
Sandi K GordonAldrich Wealth LPWells Fargo Clearing Services, LLC02-14-2019
Lillie Dianne HallAllen, Mooney & Barnes Brokerage Services, LLCWells Fargo Clearing Services, LLC$25004-22-2013
Mark Eric DavisAllen, Mooney & Barnes Brokerage Services, LLCWells Fargo Clearing Services, LLC10-26-2011
Douglas Francis HolcombAlliance Wealth Advisors, LLCWells Fargo Clearing Services, LLC$6706-22-2017
Perry Joseph RoseAlliance Wealth Advisors, LLCWells Fargo Clearing Services, LLC$10006-21-2017
Lee Louise MackessyAllstate Financial Advisors, LLCWells Fargo Clearing Services, LLC03-01-2018
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Showing 1 to 25 of 7,002 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.