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
Tracy Lance CollinsRaymond James Financial Services, Inc.BB&T Securities, LLC09-03-2020
Becca Lynn StockdaleRaymond James Financial Services, Inc.Principal Securities, Inc.09-01-2020
Joshua E HolbyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-04-2020
Jennifer Anne WichmanRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-01-2020
Matthew Peter ThielRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC06-05-2020
Patrycja Jamroz GelenbergRaymond James Financial Services, Inc.BB&T Securities, LLC04-23-2020
Nicholas AdkinsRaymond James Financial Services, Inc.Edward Jones04-17-2020
Allison Marie FryRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-11-2020
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Austin Kane HarrisRaymond James Financial Services, Inc.BB&T Securities, LLC01-17-2020
John Lawrence DavisRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
Christopher Hunt CannonRaymond James Financial Services, Inc.MML Investors Services, LLC08-09-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Michele Lynn Hullett-ComptonRaymond James Financial Services, Inc.J. W. Cole Advisors, Inc.05-28-2019
Julie Owens AllmanRaymond James Financial Services, Inc.Cetera Investment Services LLC08-14-2018
Lauren Elizabeth TompkinsRaymond James Financial Services, Inc.Securian Financial Services, Inc.05-24-2018
Nicholas David St GeorgeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-02-2018
Julie Lynn CroweRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.01-08-2018
Mariah Faith DoyleRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.01-05-2018
Julie Kathleen BenitzRaymond James Financial Services, Inc.LPL Financial LLC12-12-2017
Helen Porter ThorpRaymond James Financial Services, Inc.LPL Financial LLC11-13-2017
James Albert Drum JrRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Stanley Royce SmithRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Angela Taylor EddinsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
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Showing 1 to 25 of 116 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.