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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Michael WeinzierlFidelity Brokerage Services LLCAmeriprise Financial Services, LLC$2509-02-2020
Theodore William NielsenFidelity Brokerage Services LLCEdward Jones08-07-2020
Leann LambrechtFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.07-01-2020
Ao VangFidelity Brokerage Services LLCRBC Capital Markets, LLC04-22-2020
Lizzu CastanedaFidelity Brokerage Services LLCMML Investors Services, LLC06-27-2019
Ryan George DkaeFidelity Brokerage Services LLCAllianz Life Financial Services, LLC04-22-2019
Jonathan Michael HemmeschFidelity Brokerage Services LLCBerganKDV Wealth Management, LLC03-14-2019
Garret Jay BartelFidelity Brokerage Services LLCBCU Wealth Advisors, LLC11-30-2018
Grant Michael ThayerFidelity Brokerage Services LLCMML Investors Services, LLC05-24-2017
Jason J DeanFidelity Brokerage Services LLCGWFS Equities, Inc.05-23-2017
Robert William JohnsonFidelity Brokerage Services LLCAmeriprise Financial Services, LLC01-27-2017
Michael John MoshierFidelity Brokerage Services LLCOne Life Financial Group, Inc.10-03-2016
Garrett Joseph BassettFidelity Brokerage Services LLCAmeriprise Financial Services, LLC08-11-2016
Ryan Bruce FlatenFidelity Brokerage Services LLCAmeriprise Financial Services, LLC06-20-2016
Tyler Jacob PatteeFidelity Brokerage Services LLCAmeriprise Financial Services, LLC03-23-2016
Lindsey Nicole MillerFidelity Brokerage Services LLCAmeriprise Financial Services, LLC02-08-2016
Josiah Lee QuickFidelity Brokerage Services LLCWaddell & Reed01-22-2016
Garrett Donald MeyerFidelity Brokerage Services LLCAmeriprise Financial Services, LLC10-13-2015
Travis James JacobsFidelity Brokerage Services LLCTransamerica Investors Securities Corporation05-04-2015
Ryan Jay PrescherFidelity Brokerage Services LLCAmeriprise Financial Services, LLC09-17-2014
Aaron Jacob FritzFidelity Brokerage Services LLCAmeriprise Financial Services, LLC04-16-2014
Brian Edwin DyvigFidelity Brokerage Services LLCAmeriprise Financial Services, LLC12-17-2013
Jennifer Leigh SellwoodFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2013
James Michael StrateFidelity Brokerage Services LLCAmeriprise Financial Services, LLC10-15-2013
Joel Dean BaumgartenFidelity Brokerage Services LLCAmeriprise Financial Services, LLC10-15-2013
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Showing 1 to 25 of 37 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.