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)

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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
Tony S ChoiCommonwealth Financial NetworkEdward Jones$15009-28-2020
Austin MillerProCourse Fiduciary Advisors, LLCEdward Jones09-03-2020
Michael Douglas LaneWells Fargo Clearing Services, LLCEdward Jones08-28-2020
Bryan Dean HarastyAmeriprise Financial Services, LLCEdward Jones08-14-2020
Aaron Bruce OlsonPark Avenue Securities LLCEdward Jones08-12-2020
Logan BaileyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-27-2020
Shawn Howard GrahamWaddell & ReedEdward Jones07-17-2020
Grant Alan EvansLPL Financial LLCEdward Jones06-19-2020
William Jason OrrPruco Securities, LLC.Edward Jones06-17-2020
Cory MannOneAmerica Securities, Inc.Edward Jones05-26-2020
Andrew Michael KelleyFifth Third Securities, Inc.Edward Jones05-07-2020
Alan Robert PriceThurston Springer FinancialEdward Jones04-24-2020
Amy Marjorie OBrienCetera Advisors LLCEdward Jones03-27-2020
Kasey KozlowskiVALIC Financial Advisors, Inc.Edward Jones12-02-2019
Brandon Duane BlumenhorstJ.P. Morgan Securities LLCEdward Jones11-29-2019
David Joseph SternastyJ.P. Morgan Securities LLCEdward Jones10-25-2019
Timothee HammondHoosier Financial Planning, LLCEdward Jones09-09-2019
Nathan Wesley PiwowarLPL Financial LLCEdward Jones08-15-2019
Austin Boone JarrettJ.P. Morgan Securities LLCEdward Jones08-06-2019
John Matthew KerrThurston Springer FinancialEdward Jones$5008-02-2019
Daniel MaloneyThurston Springer FinancialEdward Jones06-26-2019
Matthew Lane Puckett UnderwoodCommonwealth Financial NetworkEdward Jones05-03-2019
Dawn Joella BassettRaymond James Financial Services, Inc.Edward Jones04-24-2019
Mark RosinskiKotys Wealth ProfessionalsEdward Jones04-23-2019
Marc Edward ChamberlinRaymond James Financial Services, Inc.Edward Jones$5004-12-2019
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Showing 1 to 25 of 82 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.