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
Troy HartmanWells Fargo Clearing Services, LLCEdward Jones$9208-11-2017
Michael AllenWells Fargo Clearing Services, LLCEdward Jones$10310-21-2016
Bob MundellWells Fargo Clearing Services, LLCEdward Jones$16405-17-2016
Cody CallawayWells Fargo Clearing Services, LLCEdward Jones$13204-26-2016
Jeremy KientzWells Fargo Clearing Services, LLCEdward Jones$5601-05-2016
Steven M PolkWells Fargo Clearing Services, LLCEdward Jones$10604-16-2015
Steven JumperWells Fargo Clearing Services, LLCEdward Jones$15304-02-2015
Michael MondelloWells Fargo Clearing Services, LLCEdward Jones$7512-01-2013
Mark FinnicumWells Fargo Clearing Services, LLCEdward Jones$8605-20-2013
Betty Schutte-BoxWells Fargo Clearing Services, LLCEdward Jones$11203-21-2013
Andrew ArkfieldWells Fargo Clearing Services, LLCEdward Jones$10805-15-2012
Brendan R LewisWells Fargo Clearing Services, LLCEdward Jones$7006-24-2011
Travis William EmersonWells Fargo Clearing Services, LLCEdward Jones09-04-2020
Michael RadnothyWells Fargo Clearing Services, LLCEdward Jones09-02-2020
Michael Douglas LaneWells Fargo Clearing Services, LLCEdward Jones08-28-2020
Scott Richard OMaraWells Fargo Clearing Services, LLCEdward Jones$15007-20-2020
Toby Lind StricklandWells Fargo Clearing Services, LLCEdward Jones$5006-26-2020
Jeffrey Marvin LaneWells Fargo Clearing Services, LLCEdward Jones06-26-2020
William J McdavidWells Fargo Clearing Services, LLCEdward Jones06-26-2020
Lawrence Gilbert Union IiiWells Fargo Clearing Services, LLCEdward Jones06-22-2020
Jordan Elliott HenricksWells Fargo Clearing Services, LLCEdward Jones06-12-2020
Steven Alan Aichinger JrWells Fargo Clearing Services, LLCEdward Jones06-08-2020
Tania C FosterWells Fargo Clearing Services, LLCEdward Jones05-29-2020
Tom Doo ChoiWells Fargo Clearing Services, LLCEdward Jones04-16-2020
John Graham EnrightWells Fargo Clearing Services, LLCEdward Jones$10003-18-2020
Next Page »

Showing 1 to 25 of 280 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12

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.