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

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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
John Keais Hoyt JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10009-19-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
Boyd Parks BarnhardtLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC06-19-2018
Stephen Linden ThomasLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC05-11-2018
Lance Ingram DunlapTIAA-CREF Individual & Institutional Services, LLCWells Fargo Advisors Financial Network, LLC04-18-2018
William Keller NormannRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Eric Thomas VernonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Miller D RobinsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Charles Murphy PaderickRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50010-18-2017
Ronald Scott ClinardLPL Financial LLCWells Fargo Advisors Financial Network, LLC$10009-21-2017
Bradford ClinardLPL Financial LLCWells Fargo Advisors Financial Network, LLC09-21-2017
Robert James GaskinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10005-08-2017
Paul Andrew GaskinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$13205-08-2017
Tina-Marie Ann VenusRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10605-08-2017
Ivey Gaskin BakerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-08-2017
Lisa Mcintire ShawRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10001-27-2017
Nathan Douglas PetersonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-27-2017
Adam Michael LeachEdward JonesWells Fargo Advisors Financial Network, LLC08-15-2016
Steven Brian GalloLPL Financial LLCWells Fargo Advisors Financial Network, LLC$20805-26-2015
Jonathan Michael MarzanoLPL Financial LLCWells Fargo Advisors Financial Network, LLC$25805-26-2015
Huong My DoFidelity Brokerage Services LLCWells Fargo Advisors Financial Network, LLC03-24-2015
Molly M PeecherCarolinas Investment Consulting LLCWells Fargo Advisors Financial Network, LLC$1,00002-20-2014
Richard Emil FreitagFreitag Financial Group, LLCWells Fargo Advisors Financial Network, LLC07-28-2009

Showing 1 to 24 of 24 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.