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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrea Ann RomeroLPL Financial LLCEdward Jones05-08-2020
Chad Joseph TroxclairLPL Financial LLCEdward Jones01-31-2020
Phillip Wayne NadeauLPL Financial LLCEdward Jones09-05-2019
Jeremy Scott ThigpenLPL Financial LLCEdward Jones12-11-2017
Jonathan BlountLPL Financial LLCEdward Jones10-13-2016
Steven Curtis DardenLPL Financial LLCEdward Jones06-06-2016
Hunter Steven HartLPL Financial LLCEdward Jones03-31-2016
Deirdre Camille DoreLPL Financial LLCEdward Jones06-10-2015
Jeremy Chad PatinLPL Financial LLCEdward Jones04-23-2014
Robert Charles BrownLPL Financial LLCEdward Jones08-30-2013
Joshua James SparacinoLPL Financial LLCEdward Jones02-07-2011
Shane Patrick DooleyLPL Financial LLCEdward Jones$2402-28-2014
Case Michael TerrebonneLPL Financial LLCEdward Jones$2512-10-2012
Michael Louis HebertLPL Financial LLCEdward Jones$2501-31-2011
Julie Lynn OGleeLPL Financial LLCEdward Jones$2510-08-2010
Jason March CoffieldLPL Financial LLCEdward Jones$4012-15-2014
Ernest Kelly YoungLPL Financial LLCEdward Jones$5005-07-2010
Hunter HartLPL Financial LLCEdward Jones$5503-31-2016
Susan Lynn MitchamLPL Financial LLCEdward Jones$10011-12-2012
Raleigh James Galiano JrLPL Financial LLCEdward Jones$15004-02-2012

Showing 1 to 20 of 20 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.