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
Jimmy JR Blackburn Reed Potter JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$24110-11-2019
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
A Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Aaron Bradley CurryRaymond James Financial Services, Inc.The Huntington Investment Company07-07-2020
Aaron Carey UndsethRaymond James Financial Services, Inc.Edward Jones02-20-2009
Aaron David ManchesterRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.06-16-2011
Aaron Isaac BrachmanRaymond James Financial Services, Inc.RBC Capital Markets, LLC05-25-2016
Aaron Matthew SchramRaymond James Financial Services, Inc.MML Investors Services, LLC12-18-2019
Aaron Matthew SpitznerRaymond James Financial Services, Inc.BMO Investment Distributors, LLC11-21-2016
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Aaron Thomas CrewseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2009
Aaron Timothy KowalRaymond James Financial Services, Inc.SagePoint Financial, Inc.08-10-2009
Aaron W PetersanRaymond James Financial Services, Inc.Morgan Stanley11-07-2019
Abigail Lynn SmithRaymond James Financial Services, Inc.Morgan Stanley06-29-2017
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Adam Christopher BrownRaymond James Financial Services, Inc.UBS Financial Services Inc.$15006-03-2020
Adam Eliot QuelerRaymond James Financial Services, Inc.Vanguard Marketing Corporation07-21-2015
Adam John ThomasRaymond James Financial Services, Inc.LPL Financial LLC$5003-31-2017
Adam Lewis JohnsonRaymond James Financial Services, Inc.Waddell & Reed10-27-2017
Adam Michael DelaughterRaymond James Financial Services, Inc.First National Capital Markets$5006-17-2015
Adam Thomas OShieldsRaymond James Financial Services, Inc.UBS Financial Services Inc.$15007-07-2014
Adam Wade AllenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$50006-19-2009
Adriana DepalmaRaymond James Financial Services, Inc.UBS Financial Services Inc.02-10-2015
Aimee Elizabeth MarcusRaymond James Financial Services, Inc.LPL Financial LLC05-17-2018
Aimee Kay PeltierRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
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Showing 1 to 25 of 2,799 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.