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

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
Ashley Wells OliverEdward JonesRBC Capital Markets, LLC01-06-2020
Michael KelleyEdward JonesLincoln Financial Distributors, Inc.01-02-2020
Ronald Jack HoltzEdward JonesOppenheimer & Co. Inc.$5009-28-2018
Craig William DennisEdward JonesThe Leaders Group, Inc.07-30-2018
Jared Kent MillerEdward JonesPeter R. Mack & Co., Inc.07-06-2018
David IvanoudisEdward JonesProEquities, Inc.05-15-2018
Kevin D HarrisEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated05-12-2017
Philip Frank Ucci IIIEdward JonesKey Investment Services LLC$15002-24-2017
Ryan Edward KubasekEdward JonesNeuberger Berman BD LLC11-21-2016
David Neves MartinsEdward JonesMetLife Investors Distribution Company09-17-2014
Jeanne Marie NuhferEdward JonesInfinex Investments, Inc.08-04-2014
Eric R JudgeEdward JonesMML Distributors, LLC$5004-15-2014
Anthony P MigliozziEdward JonesPruco Securities, LLC.$5004-02-2014
Eric GagneEdward JonesMetLife Investors Distribution Company$5001-24-2014
Kevin William YoungEdward JonesMetLife Investors Distribution Company$15003-19-2012
Jonathan Marc BaronEdward JonesMetLife Securities Inc.05-07-2010
George Andrew AmeerEdward JonesPrincipal Securities, Inc.$10010-30-2009
Robert Lawrence CondonEdward JonesVALIC Financial Advisors, Inc.03-27-2009
Brian Joseph CahillEdward JonesSoutheast Investments, N.C., Inc.$5002-25-2009

Showing 1 to 19 of 19 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.