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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lane Erron EwtonPersonal Capital Advisors Corporation7300 Wealth Management, LLC.03-28-2018
Ryan William EmersonPersonal Capital Advisors CorporationBurrus12-03-2014
Tyler Andrew MorrisPersonal Capital Advisors CorporationCambridge Investment Research, Inc.02-25-2014
Leslie E FrazierPersonal Capital Advisors CorporationCharles Schwab & Co., Inc.04-10-2017
Brian Michael YannacconePersonal Capital Advisors CorporationEdward Jones01-19-2016
Edward John Gueits IIPersonal Capital Advisors CorporationEdward Jones08-15-2014
Ryan PerryPersonal Capital Advisors CorporationEquitable Advisors, LLC03-14-2018
Jesse Mcminn PiburnPersonal Capital Advisors CorporationEquitable Advisors, LLC03-04-2014
Danielle Felice BorossPersonal Capital Advisors CorporationFisher Investments04-26-2017
Beau Michael SimonPersonal Capital Advisors CorporationGerber Kawasaki Wealth & Investment Management01-24-2018
Craig Lee KinnunenPersonal Capital Advisors CorporationInfocus Financial Planning, LLC11-28-2018
Michael Anthony MancivalanoPersonal Capital Advisors CorporationJ.P. Morgan Securities LLC02-25-2020
Ryan Jonathon BluskePersonal Capital Advisors CorporationJ.P. Morgan Securities LLC07-16-2015
Matthew Thomas GrayPersonal Capital Advisors CorporationJaniczek Wealth Management11-28-2018
Scott Michael WalkerPersonal Capital Advisors CorporationKey Investment Services LLC01-15-2014
Lee M LevitasPersonal Capital Advisors CorporationLincoln Financial Advisors Corporation08-14-2019
Paul K LaytonPersonal Capital Advisors CorporationMercer Allied Company, L.P.10-13-2016
Rachel Marie BuffaloPersonal Capital Advisors CorporationMorgan Stanley09-18-2019
Justin R BankPersonal Capital Advisors CorporationMorgan Stanley05-12-2017
Ian James WymorePersonal Capital Advisors CorporationMorgan Stanley01-26-2016
Greg Phillip LawrencePersonal Capital Advisors CorporationNestwise LLC11-25-2013
Brian Richard KernsPersonal Capital Advisors CorporationNexPoint Securities, Inc.10-05-2017
Ryan Joseph HeffernanPersonal Capital Advisors CorporationNorthwestern Mutual Investment Services, LLC07-08-2015
Mark Anthony SimmonsPersonal Capital Advisors CorporationNYLIFE Securities LLC$10001-16-2014
Jonathan Jay LesterPersonal Capital Advisors CorporationOppenheimerFunds Distributor, Inc.11-30-2017
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Showing 1 to 25 of 42 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.