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)

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Recruiting Losses

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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donna Jane HeatherleyRaymond James Financial Services, Inc.Edward Jones08-28-2020
Erik Jens PresleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-20-2020
William Scott GarrisonRaymond James Financial Services, Inc.Morgan Stanley08-17-2020
Clayton R EvansRaymond James Financial Services, Inc.Fidelity Personal and Workplace Advisors06-17-2020
Channon Christopher CainRaymond James Financial Services, Inc.First Trust Advisors LP06-01-2020
Jennifer Renee BennettRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-27-2020
Kenneth R WolberRaymond James Financial Services, Inc.USAA Investment Services Company05-26-2020
Sidney Coy GrantRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-30-2020
Savannah Shaye PhillipsRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC04-07-2020
Todd Allen PaceRaymond James Financial Services, Inc.LPL Financial LLC03-31-2020
Matthew Corley SibleyRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC03-03-2020
Alex M TaylorRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC03-03-2020
Jacqueline Louise SchlupRaymond James Financial Services, Inc.Brennan Wealth Advisors, LLC01-27-2020
Esmeralda ValarezoRaymond James Financial Services, Inc.LPL Financial LLC12-02-2019
Bevin E HartnettRaymond James Financial Services, Inc.Waddell & Reed10-16-2019
Donald Wayne BaileyRaymond James Financial Services, Inc.UBS Financial Services Inc.09-13-2019
Amanda Lynn DaughertyRaymond James Financial Services, Inc.FSC Securities Corporation08-29-2019
Talmage Wayne DemeesterRaymond James Financial Services, Inc.USAA Investment Services Company08-21-2019
Miles Robert MillerRaymond James Financial Services, Inc.BBVA Securities Inc.08-12-2019
Weldon Brent ThomasRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-09-2019
Gene Edward DooleyRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2019
Charles W DevoeRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2019
Katelyn Mary PaleosRaymond James Financial Services, Inc.UBS Financial Services Inc.07-25-2019
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Jeffrey James OBrienRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
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Showing 1 to 25 of 262 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.