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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sarah A BolousMorgan StanleyU.S. Bancorp Investments, Inc.10-08-2020
Mark E TyszkiewiczFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.09-21-2020
Michael J DeleonHSBC Securities (USA) Inc.U.S. Bancorp Investments, Inc.09-04-2020
Joshua R WebsterCetera Advisor Networks LLCU.S. Bancorp Investments, Inc.06-22-2020
Jesse Duwane YoungAlera Investment Advisors, LLCU.S. Bancorp Investments, Inc.$15011-19-2019
Anthony L CatalanoFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.10-01-2019
Matthew Meyer OrdwayFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.09-19-2019
Paul Austin SchuringLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.06-28-2019
Nick Panos StavropoulosWintrust Investments LLCU.S. Bancorp Investments, Inc.06-20-2019
Michael Lendell FolandWestern International Securities, Inc.U.S. Bancorp Investments, Inc.04-12-2019
Lambros C KonstantellosTD Ameritrade Investment Management, LLCU.S. Bancorp Investments, Inc.03-11-2019
Moe M El TurkeyJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.03-07-2019
Steven F GreeneMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.10-12-2018
Terrence Allen NewmanLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.06-22-2018
Anastacio Gamino JrWintrust Investments LLCU.S. Bancorp Investments, Inc.$5008-18-2017
Michael Truett McIntyreNational Securities CorporationU.S. Bancorp Investments, Inc.07-12-2017
Timothy Michael HainesFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.01-20-2017
George Steve AlkhouryFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.01-11-2017
Dominic Anthony RotiFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.11-03-2016
Carla ReillyLPL Financial LLCU.S. Bancorp Investments, Inc.$5210-13-2016
Carla Ann ReillyLPL Financial LLCU.S. Bancorp Investments, Inc.10-13-2016
Jacqueline IbarraJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.07-01-2016
Alexandria Desiree DotsonPNC InvestmentsU.S. Bancorp Investments, Inc.02-17-2016
Justin Anthony McBrideFeltl & CompanyU.S. Bancorp Investments, Inc.12-08-2015
Todd Robert ZipfelFeltl & CompanyU.S. Bancorp Investments, Inc.11-05-2015
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Showing 1 to 25 of 37 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.