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

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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Van E Eugene PhippsEdward JonesJ.P. Morgan Securities LLC06-26-2019
George Wayne HinkleRBC Capital Markets, LLCJ.P. Morgan Securities LLC03-14-2019
Brian Robert BellRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Hope PollmannEdward JonesJ.P. Morgan Securities LLC$15005-26-2017
Rajnish BhuyanRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15002-08-2017
Martin Kyle RuetherRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15002-08-2017
Jill Garvey LohrRaymond James & Associates, Inc.J.P. Morgan Securities LLC$2502-08-2017
Marvin Darryl AndersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-16-2016
Elizabeth E ConradMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-15-2016
Allyson LaMarr Bailey-LeonardPruco Securities, LLC.J.P. Morgan Securities LLC10-24-2014
Robert Alan JonaganU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-03-2014
Brandon Scott FalbeBKD Wealth Advisors, LLCJ.P. Morgan Securities LLC11-07-2012
Donald Hall AvenEdward JonesJ.P. Morgan Securities LLC$15003-22-2012

Showing 1 to 14 of 14 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.