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
Craig J AbrahamCresset Asset Management, LLCJ.P. Morgan Securities LLC09-24-2020
Christopher James BowmanLPL Financial LLCJ.P. Morgan Securities LLC$15009-09-2020
James Edward CannonSnowden Account Services LLCJ.P. Morgan Securities LLC$10009-07-2020
Benjamin Brett BjorkFidelity Brokerage Services LLCJ.P. Morgan Securities LLC09-02-2020
Alan Alfonso BanuelosMorgan StanleyJ.P. Morgan Securities LLC08-31-2020
Michael J ReichmanLPL Financial LLCJ.P. Morgan Securities LLC08-17-2020
Nicholas Anrep BeilfussMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-12-2020
Hilus James St IlhommeFifth Third Securities, Inc.J.P. Morgan Securities LLC07-31-2020
Philip Jay TelpnerIronwood Wealth Advisers LLCJ.P. Morgan Securities LLC07-29-2020
Bhavesh Hasmukh ThakkarHSBC Securities (USA) Inc.J.P. Morgan Securities LLC07-21-2020
Michael Joseph SchodrofMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$2506-29-2020
Mujtaba A SiddiquiMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-26-2020
Christopher Alan KolososkiMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$5006-11-2020
Mario A BearFifth Third Securities, Inc.J.P. Morgan Securities LLC05-26-2020
Christopher John JanykMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-19-2020
Derek A SinclairWintrust Investments LLCJ.P. Morgan Securities LLC$15004-30-2020
Jonathan Christopher McCumberCresset Asset Management, LLCJ.P. Morgan Securities LLC04-15-2020
Dione Tyra Pulsoni HraschU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-23-2020
Adam WarkenthienMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-23-2020
Scott H KestenPNC InvestmentsJ.P. Morgan Securities LLC03-20-2020
Luis Miguel MelgarMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-20-2020
Daniel Graham HenryIHT Wealth Management LLCJ.P. Morgan Securities LLC03-11-2020
Vincent Harambasic IIIWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC03-09-2020
Bruce PerskyLPL Financial LLCJ.P. Morgan Securities LLC$5003-05-2020
Kevin Carlton HarveyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-03-2020
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Showing 1 to 25 of 208 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.