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

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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
Aaron D KirkCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Aaron D SanorWells Fargo Clearing Services, LLCMorgan Stanley06-21-2019
Aaron Dana ObornTD Ameritrade Investment Management, LLCFidelity Personal and Workplace Advisors07-12-2019
Aaron David MutherEdward JonesPaychex Securities Corporation09-07-2018
Aaron Del BrownPartnervest Advisory Services LLCWells Fargo Clearing Services, LLC10-15-2018
Aaron James WhiteVista Wealth Management Group, LLCVISTA WEALTH MANAGEMENT, LLC08-14-2018
Aaron Lynn IveyVoya Financial Advisors, Inc.Pruco Securities, LLC.09-04-2018
Aaron Michael AgteGraystone Advisor, LLCLPL Financial LLC06-21-2019
Aaron Michael JohnsonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-19-2019
Aaron Michael SzagerSummitry, LLCBlueSky Wealth Advisors, LLC01-05-2019
Aaron Michael WiegmanFinancial Sense Securities, Inc.Saybrus Equity Services, LLC05-08-2019
Aaron Thomas LeoneBaker Street Asset Management, LLCRaymond James Financial Services, Inc.12-13-2018
Aaron William JohnsonBridger Financial Services, LLCCUNA Brokerage Services, Inc.09-19-2018
Abe CastellonLPL Financial LLCWells Fargo Clearing Services, LLC05-08-2019
Abel Alexander SantibanezMason & Associates, Inc.The Leaders Group, Inc.09-05-2018
Abigail Christine PhillipsHC Financial Advisors IncHoward Financial Services, Ltd.05-22-2019
Abraham Ramos BustamanteUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC09-19-2018
Adam Christopher MackenzieFidelity Brokerage Services LLCTD Ameritrade, Inc.07-17-2019
Adam FeiersteinProEquities, Inc.Woodbury Financial Services, Inc.12-11-2018
Adam Fouad ZedanCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors08-14-2018
Adam G BurtonRegulus Advisors, LLCEdward Jones12-04-2018
Adam Gregory Mark HartrumLPL Financial LLCSecurities America, Inc.06-17-2019
Adam Ilung KimEquitable Advisors, LLCCambridge Investment Research, Inc.07-31-2018
Adam King SkumawitzCambridge Investment Research, Inc.Thrivent Investment Management Inc.12-03-2018
Adam Leland AndersonWealthGuard Advisors, Inc.Securities America, Inc.$5008-22-2018
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Showing 1 to 25 of 1,674 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.