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

Firm Total Moves

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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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Anthony BlakeyVanguard Marketing CorporationJ.P. Morgan Securities LLC09-28-2020
Jacob Scott ConwayMorgan StanleyJ.P. Morgan Securities LLC07-24-2020
Tanner R WelchPinnacle Peak Private Client Group, LLCJ.P. Morgan Securities LLC07-17-2020
Tanya Nicole ThompsonEquitable Advisors, LLCJ.P. Morgan Securities LLC07-14-2020
Tyler Joseph KustBBVA Securities Inc.J.P. Morgan Securities LLC06-15-2020
Christina Deann CareyBancWest Investment Services, Inc.J.P. Morgan Securities LLC$15006-04-2020
Jason M BuchananAshton Thomas Private WealthJ.P. Morgan Securities LLC$15006-03-2020
Benjamin Andrew YatesBankers Life Securities, Inc.J.P. Morgan Securities LLC05-15-2020
Jeffrey Michael ObrienVanguard Advisers, Inc.J.P. Morgan Securities LLC04-20-2020
Bryanna Marie MenaBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-16-2020
Daniel Adair MorrisSCF Investment Advisors, Inc.J.P. Morgan Securities LLC02-18-2020
Kristopher Coty BrownEdward JonesJ.P. Morgan Securities LLC10-25-2019
Marcus Anton FabianoRaymond James & Associates, Inc.J.P. Morgan Securities LLC08-20-2019
Jake Aaron CarlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-08-2019
Ronald DiazMorgan StanleyJ.P. Morgan Securities LLC06-20-2019
David A RobbinsMoors & Cabot, Inc.J.P. Morgan Securities LLC06-03-2019
Jeffrey D AnthonyCetera Advisors LLCJ.P. Morgan Securities LLC05-09-2019
Scott G AitkenCetera Advisors LLCJ.P. Morgan Securities LLC05-09-2019
Timothy Scott JonesWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-30-2019
Sean Thomas NeelLPL Financial LLCJ.P. Morgan Securities LLC03-04-2019
Brian Terrence PoeVersant Capital Management, Inc.J.P. Morgan Securities LLC01-25-2019
Mitchell Joseph OldewurtelRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15011-08-2018
Guillermo A CamargoBBVA Securities Inc.J.P. Morgan Securities LLC06-19-2018
Anthony CalhounWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC05-18-2018
Scott C BouwhuisWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-24-2017
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Showing 1 to 25 of 77 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.