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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Katherine Carmichael MorosaniEdward Jones1st Global Capital Corp.11-16-2018
David P MastersEdward JonesAccelerated Capital Group09-17-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
Joseph J WindEdward JonesADP Broker-Dealer, Inc.02-26-2020
Daniel L LoganEdward JonesADP Broker-Dealer, Inc.01-22-2020
John O LawrenceEdward JonesADP Broker-Dealer, Inc.03-17-2017
Jared Clayton McCoyEdward JonesADP Broker-Dealer, Inc.$2301-12-2015
Jason Dante OrsiniEdward JonesADP Broker-Dealer, Inc.07-05-2011
James Joseph DuncanEdward JonesAdvanced Equities, Inc.06-10-2011
Ryan Edward MarquardEdward JonesAdvisors Asset Management, Inc.08-01-2016
Jason James DehneEdward JonesAegis Investments, Inc.05-22-2017
Paul Alexander CaspersEdward JonesAIG Capital Services, Inc.03-23-2020
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Clifton Delon BradleyEdward JonesAIG Capital Services, Inc.12-05-2017
Gregory LewandowskiEdward JonesAIG Capital Services, Inc.10-16-2017
Lucas Matthew LaddEdward JonesAIG Capital Services, Inc.05-01-2017
Scott Edward DanielsEdward JonesAIG Capital Services, Inc.03-31-2017
Devin BartonEdward JonesAIG Capital Services, Inc.01-20-2017
Nathan M AndersonEdward JonesAIG Capital Services, Inc.11-07-2016
Patrick M FoleyEdward JonesAIG Capital Services, Inc.$15010-19-2012
Julie Gerstmayr KellyEdward JonesAllianceBernstein Investments, Inc.$15006-07-2010
Christopher Robert PeckEdward JonesAllianceBernstein L.P.07-22-2019
Brandon Sheppard WaltersEdward JonesAllianz Life Financial Services, LLC$15004-28-2014
William Edwin Gore IIIEdward JonesAllstate Financial Services, LLC02-26-2020
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Next Page »

Showing 1 to 25 of 1,843 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.