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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Erin Denise JohnsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC11-07-2019
Andrew P ThomasU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$907-30-2019
Jonathan M EschanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15006-01-2018
Sarah B Snowden GibbonsU.S. Bancorp Investments, Inc.PNC Investments04-17-2018
Phillip Lee HylandU.S. Bancorp Investments, Inc.Edward Jones$10009-21-2017
John Benedict JamesonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$15008-29-2016
Scott Lee AmicoU.S. Bancorp Investments, Inc.PNC Investments$2503-29-2016
Maxito Pierre IsenhowerU.S. Bancorp Investments, Inc.Edward Jones$15001-28-2016
Lunora Ruth HillU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2014
Ladeanna R DamronU.S. Bancorp Investments, Inc.MetLife Securities Inc.04-30-2014
Jeffrey Lyle BlackburnU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-25-2014
Misty Lanae StandifurU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2014
Katie J ReevesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-17-2013
Lisa Pearl BrittU.S. Bancorp Investments, Inc.PNC Investments$5008-31-2012
Regina Gail Parsley-ByrdU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-29-2010
Ann Page BeardU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-29-2010
Amanda Wells SchmutteU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-07-2009

Showing 1 to 17 of 17 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.