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

Firm Total Moves

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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
Mitchell Larsen McleodFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2020
Kristen Mabel CarithersFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-14-2020
Steven Ralph BeteshFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-06-2020
Brent Charles KuglerFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2020
Joseph John TrottoFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-28-2020
Nicholaos J TheologisFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-02-2020
Ethan A MachnicFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-09-2020
Travis Edward JohnsonFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2020
Eleanor Augusta SextonFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-14-2020
Deidre Nicole WilliamsFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2020
Matthew S GoldFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-26-2020
David Stuart Smith IIFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2020
Nicholas Lee DosenFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2019
Andrew Jay MironFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-31-2019
Dylan C StringerFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-29-2019
Jonathan S EdwardsFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2019
Jason E AveraFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Brian E JordanFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-11-2019
Blake Estep BrewerFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Ginger AndersonFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-26-2019
Lucia J MeyerFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2019
Michael Arthur NapierFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2019
Micheal Alexander ChandlerFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-26-2019
Andrew Chester StebbinsFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-25-2019
David Milton ClappFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2019
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Showing 1 to 25 of 47 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.