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
Debra A BrancatoCitigroup Global Markets Inc.Morgan Stanley09-22-2020
Kimberly Jean PrescottFirst Command Brokerage Services, Inc.Morgan Stanley$5009-10-2020
Kevin Paul LydonAmeriprise Financial Services, LLCMorgan Stanley$5009-04-2020
Andrew M WatkinsAmeriprise Financial Services, LLCMorgan Stanley$15009-04-2020
Anthony Brian GigliottiFidelity Brokerage Services LLCMorgan Stanley09-03-2020
Daniel L ValenteRaymond James & Associates, Inc.Morgan Stanley08-21-2020
Jason Andrew BeattyVALIC Financial Advisors, Inc.Morgan Stanley08-11-2020
David Blake BarnesFidelity Brokerage Services LLCMorgan Stanley08-08-2020
John David StricklerHancock Whitney Investment Services Inc.Morgan Stanley08-04-2020
Michael Jay ShapiroRaymond James & Associates, Inc.Morgan Stanley$15007-31-2020
Henrique David LucenaLaidlaw & Company (UK) Ltd.Morgan Stanley$2507-29-2020
Jeffrey J McDonaldRaymond James Financial Services, Inc.Morgan Stanley$21407-17-2020
Kathy Joy SchembsRaymond James Financial Services, Inc.Morgan Stanley$10007-17-2020
Michael P JensenRaymond James Financial Services, Inc.Morgan Stanley07-17-2020
Olga DavydchenkoFidelity Brokerage Services LLCMorgan Stanley07-08-2020
Peter Michael HeidtAmeriprise Financial Services, LLCMorgan Stanley$10007-02-2020
Ira ReichsteinWells Fargo Clearing Services, LLCMorgan Stanley$5007-01-2020
Michael Frederick WalstromKestra Investment Services, LLCMorgan Stanley07-01-2020
Yehuda Zalman GrossKestra Investment Services, LLCMorgan Stanley07-01-2020
Gregg Allen EmchWells Fargo Clearing Services, LLCMorgan Stanley$5006-26-2020
Leif David OlsonWells Fargo Clearing Services, LLCMorgan Stanley$1,00006-12-2020
Richard William GruberSunTrust Investment Services, Inc.Morgan Stanley06-08-2020
Brad Samuel RudeWells Fargo Clearing Services, LLCMorgan Stanley$29306-05-2020
Jennifer Garcia MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-15-2020
Keith Bryan ElserRaymond James Financial Services, Inc.Morgan Stanley05-07-2020
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Showing 1 to 25 of 824 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.