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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Bradley McGradyLPL Financial LLCAmeriprise Financial Services, LLC08-14-2020
Terri-Ann Camille LindoLPL Financial LLCCetera Advisor Networks LLC$5007-22-2020
Steve Dean WilliamsLPL Financial LLCNationwide Securities, LLC$15007-01-2020
Charles Edward Eyler IVLPL Financial LLCNationwide Securities, LLC07-01-2020
Jenny Rebecca ElsteinLPL Financial LLCLifePlan Group06-24-2020
Amelia Justice HarmonLPL Financial LLCInvestacorp, Inc.06-23-2020
Brent Curtis BowmanLPL Financial LLCWoodbury Financial Services, Inc.06-11-2020
John P BilliterLPL Financial LLCUBS Financial Services Inc.$15006-11-2020
Richard S CarverLPL Financial LLCCetera Advisors LLC06-02-2020
Michael Kostich JrLPL Financial LLCAvantax Investment Services, Inc.$13004-20-2020
Richard Timothy CurranLPL Financial LLCIndependent Advisor Alliance, LLC04-20-2020
Charles Nelson LinebergerLPL Financial LLCProEquities, Inc.04-16-2020
Mike Ashworth Steve Collie Katheryn GordonLPL Financial LLCWells Fargo Clearing Services, LLC$30004-01-2020
Steven Craig CollieLPL Financial LLCWells Fargo Clearing Services, LLC$1,00004-01-2020
Michael Keith AshworthLPL Financial LLCWells Fargo Clearing Services, LLC$1,00004-01-2020
Katheryn Lee GordonLPL Financial LLCWells Fargo Clearing Services, LLC04-01-2020
Michael Edward Kostich JrLPL Financial LLCAvantax Investment Services, Inc.03-31-2020
Carol A OnealLPL Financial LLCAvantax Investment Services, Inc.03-31-2020
Chemerin Mame GreggLPL Financial LLCAvantax Investment Services, Inc.03-31-2020
Michael Salvatore BucceriLPL Financial LLCNationwide Investment Services Corporation03-09-2020
Derek Lee CopelandLPL Financial LLCSpire Securities, LLC03-05-2020
Christopher John CarpenterLPL Financial LLCSpire Securities, LLC03-05-2020
Rachel L MusselwhiteLPL Financial LLCFidelity Personal and Workplace Advisors03-05-2020
Edwin Horace Wadsworth JrLPL Financial LLCThe Leaders Group, Inc.02-18-2020
Michael Lee AllisonLPL Financial LLCLinden Thomas and Company Securities, LLC02-12-2020
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Showing 1 to 25 of 253 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.