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 Gains

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Joseph PickettStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$15001-21-2016
Donald Hite KinseyStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$15001-21-2016
Travis Penhollow MossStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$15001-21-2016
Michele Marie CrittendenStifel, Nicolaus & Company, IncorporatedCredit Suisse Securities (USA) LLC$15001-21-2016
Joseph Rene VasquezStifel, Nicolaus & Company, IncorporatedEdward Jones$15004-27-2018
Rolfe Robert YoungStifel, Nicolaus & Company, IncorporatedHilltop Securities Inc.$15008-31-2015
Kevin Karrh Zachary HopeStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$59006-06-2019
Bart Reese Zachary Williams George Reese Theresa Black Kendall ElkinsStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$57105-30-2019
Grayson HopperStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$7403-01-2019
John Wood AbbottStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2020
Shane R SteinStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5008-25-2020
Eli J TabariaStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2020
Randi Nicole EllisStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated08-25-2020
Cory James HargraveStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5005-26-2020
Lamar Montgomery MorrisStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-12-2020
James Cole Abbott JrStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2020
Adrienne StewartStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2020
Steven Patrick LippStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-27-2019
John Ramsay Taylor JrStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2019
Phillip John MeyerStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-22-2019
Robert Hugh WinterStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated10-22-2019
Kevin T KarrhStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2019
Zachary Steven HopeStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2019
Bart Alan ReeseStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$15005-30-2019
George Ashley Reese JrStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-30-2019
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Showing 1 to 25 of 69 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.