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

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nick WilsonFidelity Brokerage Services LLCEdward Jones08-27-2020
Juan Esteban ArroyaveFidelity Brokerage Services LLCEdward Jones08-05-2020
Marvin Osbaldo RosalesFidelity Brokerage Services LLCEdward Jones07-06-2020
Thomas NowrouziFidelity Brokerage Services LLCEdward Jones05-14-2020
Bradley J BlackshireFidelity Brokerage Services LLCEdward Jones08-16-2019
Bradley S Strong IIFidelity Brokerage Services LLCEdward Jones05-28-2019
Ian DavisFidelity Brokerage Services LLCEdward Jones$2504-30-2019
Angelika LipowFidelity Brokerage Services LLCEdward Jones$10011-12-2018
Stephen Brian CrowellFidelity Brokerage Services LLCEdward Jones04-26-2018
Ryan Michael GregoryFidelity Brokerage Services LLCEdward Jones$5010-03-2016
Garrett Douglas TuckFidelity Brokerage Services LLCEdward Jones04-07-2016
Nicholas Salvatore BilleciFidelity Brokerage Services LLCEdward Jones09-15-2015
Laura Ann GreenbergFidelity Brokerage Services LLCEdward Jones06-05-2013
Michael Angelo YoussefFidelity Brokerage Services LLCEdward Jones07-15-2010
Brett Timothy BevanFidelity Brokerage Services LLCEdward Jones03-23-2009

Showing 1 to 15 of 15 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.