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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Southerland Jeff Cox Mark Whitley Josh HolbyRaymond James financial Services, Inc.BB&T Securities, LLC$67806-18-2020
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
Thomas Edward HighsmithRaymond James Financial Services, Inc.Carolinas Investment Consulting LLC$1,00009-23-2020
Tracy Lance CollinsRaymond James Financial Services, Inc.BB&T Securities, LLC09-03-2020
Becca Lynn StockdaleRaymond James Financial Services, Inc.Principal Securities, Inc.09-01-2020
Joshua E HolbyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-04-2020
Mark Edward WhitleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-01-2020
Jennifer Anne WichmanRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-01-2020
Scott A SoutherlandRaymond James Financial Services, Inc.BB&T Securities, LLC$5006-18-2020
Matthew Peter ThielRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC06-05-2020
Patrycja Jamroz GelenbergRaymond James Financial Services, Inc.BB&T Securities, LLC04-23-2020
Nicholas AdkinsRaymond James Financial Services, Inc.Edward Jones04-17-2020
Allison Marie FryRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-11-2020
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Bradley Kirk SearsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5402-12-2020
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
Matthew William BagleyRaymond James Financial Services, Inc.LPL Financial LLC$2501-10-2020
John Lawrence DavisRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
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
Christopher Hunt CannonRaymond James Financial Services, Inc.MML Investors Services, LLC08-09-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
William Francis Gold JrRaymond James Financial Services, Inc.UBS Financial Services Inc.$5006-06-2019
Michele Lynn Hullett-ComptonRaymond James Financial Services, Inc.J. W. Cole Advisors, Inc.05-28-2019
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Showing 1 to 25 of 116 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.