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
Jeremy Keith CarverAmeriprise Financial Services, LLCEdward Jones$15009-04-2020
George Heyward BarnesAmeriprise Financial Services, LLCEdward Jones09-04-2020
Douglas N Bruner IIIAmeriprise Financial Services, LLCEdward Jones09-04-2020
Jon Michael SchuttingaAmeriprise Financial Services, LLCEdward Jones09-04-2020
Bryan Dean HarastyAmeriprise Financial Services, LLCEdward Jones08-14-2020
Robert Neil GargiuloAmeriprise Financial Services, LLCEdward Jones$2508-07-2020
Conner SmithAmeriprise Financial Services, LLCEdward Jones07-31-2020
Justin MyersAmeriprise Financial Services, LLCEdward Jones$15007-10-2020
Samuel E Clyburn JrAmeriprise Financial Services, LLCEdward Jones06-26-2020
Mario Alfonso LopezAmeriprise Financial Services, LLCEdward Jones$5006-19-2020
Jane Ellen DonnellyAmeriprise Financial Services, LLCEdward Jones06-05-2020
Andrew Curtis HaleAmeriprise Financial Services, LLCEdward Jones05-08-2020
Timothy Mac KampAmeriprise Financial Services, LLCEdward Jones05-08-2020
Mark Robert BrosaAmeriprise Financial Services, LLCEdward Jones04-17-2020
Ronald Scott BrightAmeriprise Financial Services, LLCEdward Jones$14704-14-2020
Paul Michael RichardsAmeriprise Financial Services, LLCEdward Jones$15002-28-2020
David W SmithAmeriprise Financial Services, LLCEdward Jones01-06-2020
Joe David Gentry JrAmeriprise Financial Services, LLCEdward Jones11-22-2019
Robert Anthony HallAmeriprise Financial Services, LLCEdward Jones10-25-2019
Michael Lloyd PetersonAmeriprise Financial Services, LLCEdward Jones10-25-2019
Neil Jamieson BerstonAmeriprise Financial Services, LLCEdward Jones10-25-2019
John LavinAmeriprise Financial Services, LLCEdward Jones10-24-2019
Blair James PerryAmeriprise Financial Services, LLCEdward Jones10-23-2019
Kayla Michelle StarkAmeriprise Financial Services, LLCEdward Jones10-22-2019
Drew Matthew PeacockAmeriprise Financial Services, LLCEdward Jones$5010-08-2019
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Showing 1 to 25 of 177 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.