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

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick Cloutier Matthew GournayLPL Financial LLCWoodbury Financial Services, Inc.$13001-13-2020
Greg Hadel Sean AikmusLPL Financial LLCWoodbury Financial Services, Inc.$16510-21-2019
Austin Booker James FallonLPL Financial LLCWoodbury Financial Services, Inc.$10006-24-2016
Samuel Edward HardLPL Financial LLCWoodbury Financial Services, Inc.09-24-2020
James Bernard Johnson SrLPL Financial LLCWoodbury Financial Services, Inc.09-24-2020
Charles D KerLPL Financial LLCWoodbury Financial Services, Inc.09-01-2020
Brent Curtis BowmanLPL Financial LLCWoodbury Financial Services, Inc.06-11-2020
James Joseph StosselLPL Financial LLCWoodbury Financial Services, Inc.$2506-01-2020
Steven Joel MoranLPL Financial LLCWoodbury Financial Services, Inc.05-26-2020
Megan Louise AveryLPL Financial LLCWoodbury Financial Services, Inc.03-27-2020
Scot Patrick EnrightLPL Financial LLCWoodbury Financial Services, Inc.03-18-2020
Gary M Klobchar JrLPL Financial LLCWoodbury Financial Services, Inc.$5001-16-2020
Patrick Joseph CloutierLPL Financial LLCWoodbury Financial Services, Inc.$2701-13-2020
Matthew Bryce GournayLPL Financial LLCWoodbury Financial Services, Inc.01-13-2020
Madeleine M CloutierLPL Financial LLCWoodbury Financial Services, Inc.01-13-2020
Paul Stanley MeyersLPL Financial LLCWoodbury Financial Services, Inc.$5012-09-2019
Brady Michael BrunsvoldLPL Financial LLCWoodbury Financial Services, Inc.12-09-2019
Danny Lynn WoodallLPL Financial LLCWoodbury Financial Services, Inc.10-29-2019
Gregory Thomas HadelLPL Financial LLCWoodbury Financial Services, Inc.10-21-2019
Sean Patrick AikmusLPL Financial LLCWoodbury Financial Services, Inc.10-21-2019
Lior Benjamin AvishayLPL Financial LLCWoodbury Financial Services, Inc.10-15-2019
Don J PetricicLPL Financial LLCWoodbury Financial Services, Inc.09-30-2019
Robert Thomas PhillipsLPL Financial LLCWoodbury Financial Services, Inc.09-30-2019
Paul John RaymondLPL Financial LLCWoodbury Financial Services, Inc.$5009-13-2019
Matthew Brooke MullowneyLPL Financial LLCWoodbury Financial Services, Inc.08-15-2019
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Showing 1 to 25 of 71 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.