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

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dianna Marie BurkholderRaymond James Financial Services, Inc.Edward Jones08-14-2020
Logan Ray JacksonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-30-2020
Timothy John BellarsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2020
Axel John BellarsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-18-2020
Thomas Paul LeemanRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-06-2020
Nathan Lee ArlandRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2020
Charles FerssizidisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-09-2020
Chris Elliotte BaileyRaymond James Financial Services, Inc.Infinex Investments, Inc.03-02-2020
Thomas Andrew Toth IIIRaymond James Financial Services, Inc.Toth Financial Advisory Corp01-10-2020
Jody Elizabeth WyattRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated11-25-2019
Jennifer Ann MackayRaymond James Financial Services, Inc.BB&T Securities, LLC10-15-2019
Brandon Christopher KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Richard Edward KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Jason L RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Jennifer Anne RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Michael Anthony MarroccoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-15-2019
Leda Yasmine BonillaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-15-2019
Steven Moyer AgeeRaymond James Financial Services, Inc.LPL Financial LLC12-05-2018
Bradford Robert Coyle SrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Allison Erin AllenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Bradford Robert Coyle JrRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-04-2018
Dawn Thompson-MayfieldRaymond James Financial Services, Inc.UBS Financial Services Inc.07-02-2018
Richard GodfreyRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-22-2018
Henry Milner CaldwellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-15-2018
Sarah Klawitter MarksRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-18-2018
Next Page »

Showing 1 to 25 of 109 entries

Page 1 | 2 | 3 | 4 | 5

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.