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

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brett R BurzaCambridge Investment Research, Inc.Raymond James & Associates, Inc.09-03-2020
Mark ZywiolFidelity Brokerage Services LLCRaymond James & Associates, Inc.06-16-2020
Brian Thomas DoverEdward JonesRaymond James & Associates, Inc.$2502-25-2020
Paul Mark BonacciniWedbush Securities Inc.Raymond James & Associates, Inc.06-11-2019
Robert Alan RubarthStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$4111-12-2018
Timothy John DijakAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10011-02-2018
Nick E NaborsFidelity Brokerage Services LLCRaymond James & Associates, Inc.07-18-2018
Robert Joseph FentonStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$2505-16-2018
Thomas Gerard KalisFSC Securities CorporationRaymond James & Associates, Inc.$60003-23-2018
Brodie Joe KillianStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-09-2018
Matthew John BuikemaJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2503-02-2018
Michael David OurslerJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5003-02-2018
Travis Glenn MorseJanney Montgomery Scott LLCRaymond James & Associates, Inc.03-02-2018
Renee Jean GilesJanney Montgomery Scott LLCRaymond James & Associates, Inc.03-02-2018
Joseph Michael CaserioOppenheimer & Co. Inc.Raymond James & Associates, Inc.$1211-30-2017
Joseph John Zaiter JrRehmann FinancialRaymond James & Associates, Inc.08-03-2017
Debra Delgiudice HanafordComerica SecuritiesRaymond James & Associates, Inc.06-01-2017
Nathaniel Pangan BernosAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5002-02-2016
Jeffrey S RushAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10011-10-2015
Gary Thomas FarthingAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$1209-16-2015
Adam Matthew PawloskiTelemus Capital, LLCRaymond James & Associates, Inc.05-05-2015
David Jerry VolanteInvestment Planners, Inc.Raymond James & Associates, Inc.$13203-09-2015
Sean Christopher WallaceFidelity Brokerage Services LLCRaymond James & Associates, Inc.01-29-2015
Lisa B JaboroJ.P. Morgan Securities LLCRaymond James & Associates, Inc.$15011-07-2014
Brenda Diana ReidFidelity Brokerage Services LLCRaymond James & Associates, Inc.06-04-2014
Next Page »

Showing 1 to 25 of 32 entries

Page 1 | 2

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.