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
Adam Luis RichwineRBC Capital Markets, LLCEdward Jones08-27-2018
Andrew H NollmanCambridge Investment Research, Inc.Edward Jones$2502-06-2009
Beat RyffPeople's Securities, Inc.Edward Jones$5007-30-2010
Brendan R LewisWells Fargo Clearing Services, LLCEdward Jones$7006-24-2011
Brian ArmogidaWaddell & ReedEdward Jones$7808-22-2014
Brittni OxendinePark Avenue Securities LLCEdward Jones05-18-2020
Daniel Robert WidasFidelity Brokerage Services LLCEdward Jones03-16-2020
David Eric KopsFidelity Brokerage Services LLCEdward Jones02-24-2015
David J GuardiaLPL Financial LLCEdward Jones03-30-2012
Djemal Eyup AranitiLPL Financial LLCEdward Jones11-09-2012
Eugene W AntoshAmeriprise Financial Services, LLCEdward Jones07-23-2014
Jairo Cesar LemosLPL Financial LLCEdward Jones06-28-2019
James Matthew DesrocherKeynote Financial Services, LLCEdward Jones11-07-2015
Jeffrey Joseph KnightLPL Financial LLCEdward Jones01-07-2020
Jenny D BergeronLPL Financial LLCEdward Jones07-09-2018
John Philip MayNorthwestern Mutual Investment Services, LLCEdward Jones06-17-2019
Joseph E LabelleMML Investors Services, LLCEdward Jones03-31-2010
Marlene Andrea Raffington LambertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-12-2018
Matthew Kenneth PastorJohnson BrunettiEdward Jones08-23-2017
Michael MondelloWells Fargo Clearing Services, LLCEdward Jones$7512-01-2013
Philip Michael Napolitano IIIKey Investment Services LLCEdward Jones01-07-2019
Richard C LoPrestiMilestone Asset Management Group, LLCEdward Jones08-16-2018
Robert C HendersonLansdowne Wealth Management, LLCEdward Jones$1010-29-2010
Todd Deyan BowerVoya Financial Advisors, Inc.Edward Jones01-06-2020
Tristan S LawrieLPL Financial LLCEdward Jones$2502-14-2012

Showing 1 to 25 of 25 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.