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

Firm Total Moves

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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
John Jason LunaAon Hewitt Financial Advisors, LLCBB&T Securities, LLC10-09-2020
Drewry IsaacsonFifth Third Securities, Inc.BB&T Securities, LLC09-30-2020
Adair Mckoy GrahamRaymond James & Associates, Inc.BB&T Securities, LLC$10009-23-2020
Tracy Lance CollinsRaymond James Financial Services, Inc.BB&T Securities, LLC09-03-2020
William Thomas PayneEdward JonesBB&T Securities, LLC07-17-2020
Scott Southerland Jeff Cox Mark Whitley Josh HolbyRaymond James financial Services, Inc.BB&T Securities, LLC$67806-18-2020
Scott A SoutherlandRaymond James Financial Services, Inc.BB&T Securities, LLC$5006-18-2020
Lauren Hutchins ProcopioFifth Third Securities, Inc.BB&T Securities, LLC06-09-2020
Kenneth Ray WilsonFirst Citizens Investor Services, Inc.BB&T Securities, LLC05-22-2020
Sean Ronald FrelkeRBC Capital Markets, LLCBB&T Securities, LLC05-13-2020
Riley Christopher GallaherMML Investors Services, LLCBB&T Securities, LLC05-12-2020
Patrycja Jamroz GelenbergRaymond James Financial Services, Inc.BB&T Securities, LLC04-23-2020
Christopher Douglas BrayRaymond James Financial Services, Inc.BB&T Securities, LLC$15001-17-2020
Austin Kane HarrisRaymond James Financial Services, Inc.BB&T Securities, LLC01-17-2020
Edward Bradshaw HarrisFirst Citizens Investor Services, Inc.BB&T Securities, LLC12-12-2019
Matthew Richard BrearleyFidelity Brokerage Services LLCBB&T Securities, LLC09-18-2019
William SewellJanney Montgomery Scott LLCBB&T Securities, LLC06-20-2019
William Haslett SewellJanney Montgomery Scott LLCBB&T Securities, LLC$2606-20-2019
William Bradford FlowersPruco Securities, LLC.BB&T Securities, LLC01-08-2019
Joel Dermont AyersAmeriprise Financial Services, LLCBB&T Securities, LLC12-19-2018
Christopher Michael ReaumeLPL Financial LLCBB&T Securities, LLC12-19-2018
Edward O McConnellVanguard Marketing CorporationBB&T Securities, LLC09-18-2018
John William Coleman IiiLive Oak Private Wealth, LLCBB&T Securities, LLC$5008-31-2018
Connor Cowden KellerLive Oak Private Wealth, LLCBB&T Securities, LLC08-31-2018
Susanne Smith MillerEdward JonesBB&T Securities, LLC06-14-2018
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Showing 1 to 25 of 37 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.