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

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
Justin Taylor JonesLPL Financial LLCEdward Jones09-15-2020
David Caleb HughesLPL Financial LLCEdward Jones$2509-08-2020
Parker AustinLPL Financial LLCEdward Jones09-08-2020
Cole Philip ChiappialleLPL Financial LLCEdward Jones09-08-2020
Greta Messarra WoodwardLPL Financial LLCEdward Jones$2508-31-2020
Janelle Louise SamplesLPL Financial LLCEdward Jones08-31-2020
Karina Gabriela FreemanLPL Financial LLCEdward Jones08-27-2020
Lisa Rae CrossLPL Financial LLCEdward Jones08-17-2020
David Jens NielsenLPL Financial LLCEdward Jones08-10-2020
Wesley Jack BurrellLPL Financial LLCEdward Jones07-20-2020
Jeanann M KramerLPL Financial LLCEdward Jones07-17-2020
Daniel Alan SellersLPL Financial LLCEdward Jones06-22-2020
Celia Cayce-TaylorLPL Financial LLCEdward Jones06-22-2020
Grant Alan EvansLPL Financial LLCEdward Jones06-19-2020
Mark James BloomLPL Financial LLCEdward Jones06-10-2020
Gregory Deonn BerryhillLPL Financial LLCEdward Jones05-15-2020
Andrea Ann RomeroLPL Financial LLCEdward Jones05-08-2020
Andrew Curtis StotlerLPL Financial LLCEdward Jones$2504-20-2020
Mark Ryan SteeberLPL Financial LLCEdward Jones$15004-13-2020
Claire Elizabeth CampbellLPL Financial LLCEdward Jones04-01-2020
Elizabeth Fern GoreLPL Financial LLCEdward Jones03-26-2020
Anthony Thomas LodovicoLPL Financial LLCEdward Jones03-05-2020
David MichaelsLPL Financial LLCEdward Jones03-02-2020
Courtney DoyleLPL Financial LLCEdward Jones02-28-2020
Donald James AmicoLPL Financial LLCEdward Jones02-27-2020
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Showing 1 to 25 of 573 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.