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
David Jens NielsenLPL Financial LLCEdward Jones08-10-2020
Theodore William NielsenFidelity Brokerage Services LLCEdward Jones08-07-2020
Anthony James RemundCommonwealth Financial NetworkEdward Jones07-10-2020
Matthew P WojickFBL Marketing Services, LLCEdward Jones01-24-2020
Jacquelyn MarquardtLPL Financial LLCEdward Jones01-17-2020
Tyler James KuskeLPL Financial LLCEdward Jones11-15-2019
John LavinAmeriprise Financial Services, LLCEdward Jones10-24-2019
James SirekWells Fargo Clearing Services, LLCEdward Jones$15009-10-2019
Andrew Steven HolteLPL Financial LLCEdward Jones08-07-2019
Andrew James RobertsSecurities America, Inc.Edward Jones06-20-2019
Cody C RiestererNYLIFE Securities LLCEdward Jones05-22-2019
Jason EnglebretsonWells Fargo Clearing Services, LLCEdward Jones$15005-06-2019
Jennifer Elaine MitchellRBC Capital Markets, LLCEdward Jones01-28-2019
Linda K WinkelmanU.S. Bancorp Investments, Inc.Edward Jones$15001-11-2019
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Nicholas Wayne VanvonderenPruco Securities, LLC.Edward Jones09-26-2018
Ashley Nicole PizerSecurian Financial Services, Inc.Edward Jones08-15-2018
Susan Caroline CevetteLPL Financial LLCEdward Jones$5007-27-2018
Donna Marie GundersonAmeriprise Financial Services, LLCEdward Jones06-15-2018
Haley Espe ZajacTD Ameritrade Investment Management, LLCEdward Jones04-05-2018
Brian JonesNextGen Financial Advice LLCEdward Jones03-13-2018
William Thomas George MooreSecurian Financial Services, Inc.Edward Jones01-15-2018
Tamela SperrLPL Financial LLCEdward Jones$6811-16-2017
Emily Ann EinwalterKestra Investment Services, LLCEdward Jones11-08-2017
Nicholas ThomLPL Financial LLCEdward Jones$5511-06-2017
Next Page »

Showing 1 to 25 of 73 entries

Page 1 | 2 | 3

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.