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
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
A Gib McEachran John W HardyCetera Advisor Networks LLCLPL Financial LLC$27011-29-2019
Aaron B SmithCardinal FinancialWells Fargo Clearing Services, LLC09-17-2013
Aaron ParrishLevel Wealth Management LLCTriad Financial Advisors, Inc.04-01-2019
Aaron T OlsonMutual Advisors, LLCWells Fargo Clearing Services, LLC08-11-2020
Aaron Yakov-NagarInnovation Partners LLCAvantax Investment Services, Inc.07-20-2020
Abdul Kareem Ar-RushdiWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-15-2011
Abram Doyle EarlyVanguard Marketing CorporationM Holdings Securities, Inc.12-01-2015
Adair Mckoy GrahamRaymond James & Associates, Inc.BB&T Securities, LLC$10009-23-2020
Adam Charles PerskyNYLIFE Securities LLCJBS Liberty Securities, Inc.10-28-2010
Adam Eliot QuelerRaymond James Financial Services, Inc.Vanguard Marketing Corporation07-21-2015
Adam Howard SnellingEquitable Advisors, LLCWells Fargo Clearing Services, LLC05-04-2011
Adam Michael LeachEdward JonesWells Fargo Advisors Financial Network, LLC08-15-2016
Adam R BolickWells Fargo Clearing Services, LLCEdward Jones11-03-2015
Adam Rean BohlenInfinex Investments, Inc.LPL Financial LLC04-22-2019
Adamson Wayne WrightIntercarolina Financial Services, Inc.Ameriprise Financial Services, LLC08-19-2011
Aderito Edward MoraisThe Investment Center, Inc.Next Financial Group, Inc.07-21-2010
Adolfo John Montesa IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-17-2014
Adrian Peter CasparEquitable Advisors, LLCPacer Financial, Inc.09-16-2016
Adrienne Diane HartRBC Capital Markets, LLCMorgan Stanley03-30-2020
Adrienne Schreur FrankVanguard Marketing CorporationState Farm VP Management Corp.07-20-2018
Afya Drake GabrielWells Fargo Clearing Services, LLCEdward Jones10-08-2019
Ahmed Antonio MartinezVanguard Marketing CorporationTIAA-CREF Individual & Institutional Services, LLC12-02-2016
Airis Alexander AbolinsFirst Oak Wealth Management, LLCHayden Royal09-01-2017
Aju LekwauwaSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
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Showing 1 to 25 of 3,207 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.