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
Carl R GarrisonJ.P. Morgan Securities LLCEdward Jones$15010-01-2012
Rodolfo E Muniz JrJ.P. Morgan Securities LLCEdward Jones11-01-2012
Patrick VentoJ.P. Morgan Securities LLCEdward Jones01-04-2013
Christopher Holland WilsonJ.P. Morgan Securities LLCEdward Jones03-01-2013
Charles Michael RicciardiJ.P. Morgan Securities LLCEdward Jones06-26-2013
Ernesto FonsecaJ.P. Morgan Securities LLCEdward Jones$15008-30-2013
Jasmin WhiteJ.P. Morgan Securities LLCEdward Jones01-31-2014
Norman A HarrisJ.P. Morgan Securities LLCEdward Jones03-04-2014
David Jacob HolleyJ.P. Morgan Securities LLCEdward Jones04-30-2014
Jamie Lee StecklerJ.P. Morgan Securities LLCEdward Jones07-16-2014
Henry Joseph BertotJ.P. Morgan Securities LLCEdward Jones12-03-2014
Michael Alan BurenJ.P. Morgan Securities LLCEdward Jones12-10-2014
Derek Stephen GrieffJ.P. Morgan Securities LLCEdward Jones01-30-2015
Kevin James DepueJ.P. Morgan Securities LLCEdward Jones02-11-2015
Andrew Travis EurtonJ.P. Morgan Securities LLCEdward Jones05-27-2015
Patrick Simons MitchellJ.P. Morgan Securities LLCEdward Jones05-28-2015
Michael BinkleyJ.P. Morgan Securities LLCEdward Jones09-02-2015
Kameron TroxellJ.P. Morgan Securities LLCEdward Jones10-21-2015
Jonathan A ColbyJ.P. Morgan Securities LLCEdward Jones11-12-2015
Yung Min YiJ.P. Morgan Securities LLCEdward Jones03-02-2016
Robert Fernando EscuderoJ.P. Morgan Securities LLCEdward Jones08-31-2016
Ryan Michael AlgeJ.P. Morgan Securities LLCEdward Jones09-06-2016
Adam BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Paul M FiacableJ.P. Morgan Securities LLCEdward Jones09-29-2016
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Next Page »

Showing 1 to 25 of 89 entries

Page 1 | 2 | 3 | 4

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.