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
Josh David LozowBuckingham Strategic Wealth, LLCCAM Investor Solutions07-19-2019
Paul L BanksEdward JonesPrivate Client Services, LLC$25007-19-2019
Eric Evan EversonClient One Securities LLCBrokers International Financial Services, LLC.07-18-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones$5007-17-2019
Garry Dale WeissLPL Financial LLCCetera Financial Specialists LLC07-16-2019
Thomas William KniestThe O.N. Equity Sales CompanyAvantax Investment Services, Inc.07-15-2019
James William PeaveyUMB Financial Services, Inc.RubinBrown Advisors LLC07-15-2019
Laura SilverbergCutter & Company, Inc.Morgan Stanley$10007-12-2019
Brea Nicole TabernikEdward JonesWells Fargo Clearing Services, LLC07-12-2019
Heath Franklin FultonEdward JonesU.S. Bancorp Investments, Inc.07-12-2019
John GroverMoneta Group Investment Advisors, LLCMorgan Stanley07-11-2019
Joel Kevin HuetWhite Sand Wealth ManagementOpen Road Wealth Management, LLC07-09-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
John Dillon SchlessEdward JonesTIAA-CREF Individual & Institutional Services, LLC$5007-05-2019
Joseph Roman AndersonCorrect Capital Wealth Management, LLCSeverin Investments LLC07-05-2019
Keith Robert CollinsFarmers Financial Solutions, LLCEdward Jones07-03-2019
Cameron HarrisEdward JonesInfinex Investments, Inc.07-01-2019
Michael Joseph LamarcheAE Wealth Management, LLCVirtue Capital Management, LLC06-28-2019
Susan Bowman AdamsPruco Securities, LLC.NYLIFE Securities LLC06-28-2019
Van E Eugene PhippsEdward JonesJ.P. Morgan Securities LLC06-26-2019
Joseph Brant PflumNYLIFE Securities LLCFarmers Financial Solutions, LLC06-26-2019
William Patrick HothWorld Equity Group, Inc.Taylor Capital Management Inc.06-25-2019
Tim James BrennanHynes Advisory Group LLCCeros Financial Services, Inc.$2506-24-2019
Heath Michael CatoEdward JonesPNC Investments06-24-2019
Robert Joseph BraunConvergence FinancialWaddell & Reed06-20-2019
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Showing 1 to 25 of 253 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.