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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Joshua CirksenaSummit Brokerage Services, Inc.Morgan Stanley08-07-2015
Abraham Victor YudinWells Fargo Clearing Services, LLCMorgan Stanley$5007-10-2009
Adam GoddardAmeriprise Financial Services, LLCMorgan Stanley$5006-26-2015
Alfred J Derenzis Scott D FordJanney Montgomery Scott LLCMorgan Stanley$15906-13-2013
Alicia Kay Richardson-JonesWells Fargo Clearing Services, LLCMorgan Stanley08-06-2012
Amy Gwyn SachsRaymond James Financial Services, Inc.Morgan Stanley$15002-17-2016
Amy SachsRaymond JamesMorgan Stanley$9102-17-2016
Andrew Barry LeeUBS Financial Services Inc.Morgan Stanley11-04-2013
Andrew V VillafrancaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-15-2018
Andrew Wesley GoodwinCharles Schwab & Co., Inc.Morgan Stanley11-20-2019
Ann Lynette TaylorCharles Schwab & Co., Inc.Morgan Stanley08-01-2019
Antwyne D DelondeUBS Financial Services Inc.Morgan Stanley$5010-03-2011
Arthur Postuek BoykinHarbor Investment Advisory, LLCMorgan Stanley07-28-2017
Avis FaguWells Fargo Clearing Services, LLCMorgan Stanley$5001-17-2013
Barry Salzman Joshua Mauer Michael Robert HoffRaymond JamesMorgan Stanley$17510-20-2017
Benjamin S BlumenthalUBS Financial Services Inc.Morgan Stanley07-23-2020
Bernard Barry SalzmanRaymond James Financial Services, Inc.Morgan Stanley10-20-2017
Beverley Stewart BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-22-2010
Bradley Adam MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-17-2014
Brendan Patrick OBrienLPL Financial LLCMorgan Stanley07-08-2009
Brenden James BosmansWells Fargo Clearing Services, LLCMorgan Stanley02-12-2015
Brian A NamnunMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-22-2016
Brian Michael PennRobert W. Baird & Co. IncorporatedMorgan Stanley08-14-2009
Bryan BosmansWells Fargo Clearing Services, LLCMorgan Stanley02-20-2015
Bryan L CarneyJanney Montgomery Scott LLCMorgan Stanley$12311-08-2013
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Showing 1 to 25 of 206 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.