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

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lillian B HendersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-28-2020
Dawn Williamson LucyFidelity Brokerage Services LLCEdward Jones07-24-2020
Kelly Alan WindhamWells Fargo Clearing Services, LLCEdward Jones01-10-2020
Christopher W HarperWells Fargo Clearing Services, LLCEdward Jones08-30-2019
Christopher CherryVALIC Financial Advisors, Inc.Edward Jones08-26-2019
Trevon Terrell CooperPNC InvestmentsEdward Jones05-07-2019
Lacey Autumn ScottWells Fargo Clearing Services, LLCEdward Jones05-03-2019
Andrew Jay GreeneRaymond James Financial Services, Inc.Edward Jones02-21-2019
Kelly Jean DanielsRaymond James Financial Services, Inc.Edward Jones$5002-08-2019
Christopher L HowardAllstate Financial Services, LLCEdward Jones08-17-2018
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Joseph Morgan DonaldsonRaymond James Financial Services, Inc.Edward Jones$15006-04-2018
Renee Lee BauchFirst Command Brokerage Services, Inc.Edward Jones04-10-2018
Reed Lawrence HawkinsWells Fargo Clearing Services, LLCEdward Jones$15001-12-2018
Nicholas C KonecnyBBVA Securities Inc.Edward Jones12-12-2017
Patrick R RobinsonAllstate Financial Services, LLCEdward Jones04-12-2017
Christopher Madison RoperAmeriprise Financial Services, LLCEdward Jones$3802-02-2017
Elizabeth Giltz AndersonProEquities, Inc.Edward Jones07-07-2016
Jesse Andrew ScrogginsRaymond James Financial Services, Inc.Edward Jones05-06-2016
Jessica Dean WomackCetera Investment Services LLCEdward Jones03-10-2016
Dudley John Dupuis JrWells Fargo Clearing Services, LLCEdward Jones03-07-2016
Michael Anthony RutledgeWells Fargo Clearing Services, LLCEdward Jones$612-11-2015
Michael Mixon EllisRaymond James Financial Services, Inc.Edward Jones01-16-2015
Scott M LasloCetera Investment Services LLCEdward Jones$2504-23-2014
Russell Sherman HamlinAllstate Financial Services, LLCEdward Jones08-06-2012
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Showing 1 to 25 of 32 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.