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
Rebecca StewartEdward JonesWells Fargo Clearing Services, LLC07-31-2020
Stacey Kim VanderkoddeEdward JonesMorgan Stanley07-17-2020
Christopher Wayne SeversonEdward JonesWells Fargo Clearing Services, LLC05-08-2020
Erick James HoyerEdward JonesCharles Schwab & Co., Inc.05-01-2020
Shayla Rose CloutierEdward JonesWells Fargo Clearing Services, LLC04-20-2020
Nicholas Taylor MoriEdward JonesMorgan Stanley04-07-2020
Myron PasichnyEdward JonesAvantax Investment Services, Inc.03-13-2020
Joseph Charles GittoEdward JonesTransamerica Financial Advisors, Inc03-13-2020
Alexis Leon AldazEdward JonesFarmers Financial Solutions, LLC02-28-2020
Dwight Lorenzo Beasley JrEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2020
Jaime Abreu TorresEdward JonesBancWest Investment Services, Inc.02-14-2020
John M BotrousEdward JonesIndependent Financial Group, LLC02-14-2020
Ramon BaezEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2020
Nicole Jacqueline WinnerEdward JonesThrivent Investment Management Inc.$1,00012-06-2019
Joshua David BrownEdward JonesVerity Asset Management12-02-2019
Adam Jacob GroenEdward JonesJ.P. Morgan Securities LLC11-25-2019
Gabriel Enrique VasquezEdward JonesJ.P. Morgan Securities LLC11-22-2019
Kathryn Marie HollandEdward JonesInternational Research Securities, Inc.11-11-2019
Belma MirvicEdward JonesWells Fargo Clearing Services, LLC10-30-2019
Nicholas StoneEdward JonesWells Fargo Clearing Services, LLC10-25-2019
Conrad MetzEdward JonesBlackridge Asset Management, LLC10-11-2019
Thomas KruegerEdward JonesLadenburg Thalmann & Co. Inc.$5009-27-2019
Garret Stan RingEdward JonesMercer Allied Company, L.P.09-23-2019
Elizabeth Paige FowlerEdward JonesMorgan Stanley$5009-13-2019
Norma Elizabeth DurfeeEdward JonesWells Fargo Clearing Services, LLC08-26-2019
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Showing 1 to 25 of 126 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.