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

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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
Paul M DaymentEdward JonesPNC Investments06-26-2020
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Crystal Sage BarkerEdward JonesPNC Investments05-18-2018
Sharlee Nicole ZalewskiEdward JonesPNC Investments03-02-2018
Joshua Darrell CarterEdward JonesPNC Investments$15001-24-2018
Zachary StanopiewiczEdward JonesPNC Investments01-12-2018
Jeffrey T DomenicoEdward JonesPNC Investments10-06-2017
Jeremy W PaytonEdward JonesPNC Investments05-08-2017
Jonathan Raymond HowsonEdward JonesPNC Investments05-08-2017
James T Carpenter IIIEdward JonesPNC Investments$15005-05-2017
Ryan MessengerEdward JonesPNC Investments05-05-2017
Adam HopperEdward JonesPNC Investments05-09-2016
Zachary WildEdward JonesPNC Investments$15003-08-2016
Scott P ReedEdward JonesPNC Investments$15008-10-2015
Robert G Brest JrEdward JonesPNC Investments$5001-02-2015
Anthony Jason BayonaEdward JonesPNC Investments$15004-07-2014
Daniel C YoungEdward JonesPNC Investments03-14-2014
Vincent WallaceEdward JonesPNC Investments12-09-2013
Alan Howard GrossmanEdward JonesPNC Investments09-28-2012
Christopher John BloomquistEdward JonesPNC Investments$15009-21-2012
Brandy Nichole EgglestonEdward JonesPNC Investments06-29-2012
Larry Vernon DanielsEdward JonesPNC Investments05-11-2012
Robert Raymond ThomasEdward JonesPNC Investments02-27-2012
Sarah Louise SelkeEdward JonesPNC Investments08-12-2011
Kim C MacGregorEdward JonesPNC Investments$2512-06-2010

Showing 1 to 25 of 25 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.