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
Bradley S GrothCommonwealth Financial NetworkEdward Jones07-30-2020
Michael Adam WillardAlloy Wealth Holdings LLCEdward Jones07-16-2020
Catherine Frances LevyFidelity Brokerage Services LLCEdward Jones07-12-2020
Brian BeamonFidelity Brokerage Services LLCEdward Jones06-03-2020
Christopher Lamont BrownBB&T Securities, LLCEdward Jones$15005-18-2020
Tyler E WatersVanguard Marketing CorporationEdward Jones05-06-2020
Craig Anthony FishelPruco Securities, LLC.Edward Jones05-06-2020
Frank Alan SummersCetera Investment Services LLCEdward Jones05-05-2020
Nicholas AdkinsRaymond James Financial Services, Inc.Edward Jones04-17-2020
Jonas Phillip BoyerTriad Financial Advisors, Inc.Edward Jones03-18-2020
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Paul Michael RichardsAmeriprise Financial Services, LLCEdward Jones$15002-28-2020
Elaine Jonczak JolleyPrincipal Securities, Inc.Edward Jones$2502-27-2020
Timothy Michael WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2020
Jarrod Michael HilemanMorgan StanleyEdward Jones02-13-2020
Ross John RyanProsperity Capital AdvisorsEdward Jones02-11-2020
James Hayward SuttonMML Investors Services, LLCEdward Jones01-15-2020
Devaun SwaffordMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-14-2020
Renee Danielle CooleyFSC Securities CorporationEdward Jones12-17-2019
Jonathan Daniel WakinPark Avenue Securities LLCEdward Jones12-03-2019
Johnny Butler Campbell IIWells Fargo Clearing Services, LLCEdward Jones10-11-2019
Benjamin Gordon BaileyDMJ Wealth Advisors, LLCEdward Jones10-09-2019
Afya Drake GabrielWells Fargo Clearing Services, LLCEdward Jones10-08-2019
Brandon Lee WilliamsWells Fargo Clearing Services, LLCEdward Jones09-04-2019
Nathan Curtis StoverHornor, Townsend & Kent, LLCEdward Jones09-04-2019
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Showing 1 to 25 of 149 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.