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
Aaron Clifton FryFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC01-22-2013
Aaron Darrell SalcidoFidelity Brokerage Services LLCPFS Investments Inc.11-11-2019
Aaron Jacob FritzFidelity Brokerage Services LLCAmeriprise Financial Services, LLC04-16-2014
Aaron Joshua Stiller ArgabrightFidelity Brokerage Services LLCUBS Financial Services Inc.06-16-2009
Aaron M MeadowFidelity Brokerage Services LLCEdward Jones05-06-2019
Aaron Mitchell LaranettoFidelity Brokerage Services LLCEquitable Advisors, LLC06-19-2020
Aaron Peter WismarFidelity Brokerage Services LLCXMS Capital Partners, LLC07-02-2020
Aaron Scott Correll JrFidelity Brokerage Services LLCJ.P. Morgan Securities LLC06-11-2018
Aaron Thomas WrightFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2020
Aaron Val NeuenswanderFidelity Brokerage Services LLCCetera Advisor Networks LLC07-10-2019
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Adam Beckett KlopfensteinFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-05-2019
Adam Christopher MackenzieFidelity Brokerage Services LLCTD Ameritrade, Inc.07-17-2019
Adam Glancy RitterFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC06-10-2016
Adam Gregory JohnsonFidelity Brokerage Services LLCTD Ameritrade, Inc.06-22-2020
Adam J SchwartzFidelity Brokerage Services LLCE*TRADE Securities LLC06-30-2020
Adam J TuckerFidelity Brokerage Services LLCMML Investors Services, LLC06-12-2020
Adam Matthew AltmanFidelity Brokerage Services LLCEquitable Advisors, LLC07-12-2010
Adam Michael CafarellaFidelity Brokerage Services LLCStifel, Nicolaus & Company, Incorporated01-23-2015
Adam Michael MattsonFidelity Brokerage Services LLCRichard Brothers Securities04-10-2017
Adam Patrick DengelFidelity Brokerage Services LLCPNC Investments08-27-2012
Addison Stanley DobbsFidelity Brokerage Services LLCJ.P. Morgan Institutional Investments Inc.04-04-2014
Adrienne L StarkFidelity Brokerage Services LLCTIAA-CREF Individual & Institutional Services, LLC05-31-2019
Agne MirFidelity Brokerage Services LLCSantander Securities LLC04-10-2020
Aj Paul WaliaFidelity Brokerage Services LLCChase Investment Services Corp.09-07-2010
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Showing 1 to 25 of 1,830 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.