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
Ryan Gregory CurtisStifel, Nicolaus & Company, IncorporatedEdward Jones$601-11-2012
Joseph Robert GreenStifel, Nicolaus & Company, IncorporatedEdward Jones05-21-2012
Thomas Andrew RuderStifel, Nicolaus & Company, IncorporatedEdward Jones$27201-21-2015
Brenda Gay LutzStifel, Nicolaus & Company, IncorporatedEdward Jones08-07-2015
James Jason MillerStifel, Nicolaus & Company, IncorporatedEdward Jones09-16-2016
Nicholas Gerald BirkeStifel, Nicolaus & Company, IncorporatedEdward Jones05-12-2017
Adam ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones$19302-13-2018
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Ryan John GodierStifel, Nicolaus & Company, IncorporatedEdward Jones03-05-2018
Joseph Rene VasquezStifel, Nicolaus & Company, IncorporatedEdward Jones$15004-27-2018
Elliot Clayton TreeceStifel, Nicolaus & Company, IncorporatedEdward Jones$15010-19-2018
Elliot TreeceStifel, Nicolaus & Company, IncorporatedEdward Jones$8711-01-2018
Martin Kye NicholsStifel, Nicolaus & Company, IncorporatedEdward Jones$5311-01-2018
Austin HamiltonStifel, Nicolaus & Company, IncorporatedEdward Jones01-08-2019
Nick BeardenStifel, Nicolaus & Company, IncorporatedEdward Jones$7508-01-2019
Nicholas Robert BeardenStifel, Nicolaus & Company, IncorporatedEdward Jones$2508-01-2019
Frederick Scott WithamStifel, Nicolaus & Company, IncorporatedEdward Jones08-15-2019
Scott Witham Stifel, Nicolaus & Company, IncorporatedEdward Jones$4108-15-2019
Jennifer Lillian BaseyStifel, Nicolaus & Company, IncorporatedEdward Jones01-13-2020
Alex BoatmanStifel, Nicolaus & Company, IncorporatedEdward Jones06-24-2020

Showing 1 to 20 of 20 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.