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

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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
Louis WrayLPL Financial LLCEdward Jones$12103-06-2017
Wesley Jack BurrellLPL Financial LLCEdward Jones07-20-2020
Andrew Curtis StotlerLPL Financial LLCEdward Jones$2504-20-2020
Teresa Margaret WhiteLPL Financial LLCEdward Jones08-12-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Shean Elton FletcherLPL Financial LLCEdward Jones10-05-2018
Chad Jacob WarrenLPL Financial LLCEdward Jones$15009-17-2018
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Anne Durbin ScottLPL Financial LLCEdward Jones$5002-05-2018
Louis Earl Wray JrLPL Financial LLCEdward Jones03-06-2017
Benjamin Gregory TobenLPL Financial LLCEdward Jones$5008-31-2016
John WehmerLPL Financial LLCEdward Jones$15008-11-2016
Eric Xavier AnderhubLPL Financial LLCEdward Jones$1005-26-2016
Nathan P MorseLPL Financial LLCEdward Jones11-30-2015
Brian Lee BoehleLPL Financial LLCEdward Jones$2508-17-2015
Jeffery Sante JachuraLPL Financial LLCEdward Jones03-31-2015
Christopher Scott AndersonLPL Financial LLCEdward Jones10-27-2014
David Michael FosterLPL Financial LLCEdward Jones$1004-23-2014
Matthew James SchellmanLPL Financial LLCEdward Jones$5011-25-2013
Paul D ChildressLPL Financial LLCEdward Jones$2511-14-2013
Christopher Jon SwensonLPL Financial LLCEdward Jones$2507-29-2013
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$1210-09-2012
Patrick John LodesLPL Financial LLCEdward Jones08-19-2012
Thomas Shaw GoodenLPL Financial LLCEdward Jones$50005-23-2012
Mark Evan BeckrichLPL Financial LLCEdward Jones04-20-2012
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Showing 1 to 25 of 34 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.