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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Phillip Gansner JrFidelity Brokerage Services LLCAmerican Century Investment Services Inc.06-08-2020
Salvatore BriaFidelity Brokerage Services LLCTIAA-CREF Individual & Institutional Services, LLC05-20-2020
Shaila KorteFidelity Brokerage Services LLCMML Investors Services, LLC05-20-2020
Geoffrey Taylor BowersFidelity Brokerage Services LLCAmeriprise Financial Services, LLC10-29-2019
Matthew W HoganFidelity Brokerage Services LLCTIAA-CREF Individual & Institutional Services, LLC04-11-2019
Michelle Ann RozyckiFidelity Brokerage Services LLCFifth Third Securities, Inc.03-14-2019
Evan Von ScalesFidelity Brokerage Services LLCTD Ameritrade, Inc.03-07-2019
Scott William BedellFidelity Brokerage Services LLCCharles Schwab & Co., Inc.05-05-2017
Bryant Cole FlickFidelity Brokerage Services LLCVanguard Marketing Corporation07-14-2016
Joseph Eugene ThompsonFidelity Brokerage Services LLCCambridge Investment Research, Inc.01-20-2016
Amy Danielle GrassFidelity Brokerage Services LLCEdward Jones10-02-2015
Ciara Corine MerrimanFidelity Brokerage Services LLCAllstate Financial Services, LLC05-14-2015
Tanya Renee SheilsFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.11-19-2014
Julie A PrinkeyFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC07-24-2014
Leland Daniel KrausFidelity Brokerage Services LLCFifth Third Securities, Inc.10-14-2013
Jeffrey John BloeserFidelity Brokerage Services LLCEdward Jones01-07-2013
Tabitha Leigh ReutherFidelity Brokerage Services LLCFirst Brokerage America, LLC06-29-2009

Showing 1 to 17 of 17 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.