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)

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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
Edward Andrew MorenzSteward Partners Investment Advisory, LLCEdward Jones08-12-2020
Robert Neil GargiuloAmeriprise Financial Services, LLCEdward Jones$2508-07-2020
Justin MyersAmeriprise Financial Services, LLCEdward Jones$15007-10-2020
Anthony Adam DipaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-08-2020
Jane Ellen DonnellyAmeriprise Financial Services, LLCEdward Jones06-05-2020
Spencer Brad KostrinskyJ.P. Morgan Securities LLCEdward Jones01-17-2020
Jeremy John PyszczynskiPruco Securities, LLC.Edward Jones11-14-2019
John Anthony Gaspa IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-23-2019
Michael BattagliaEquitable Advisors, LLCEdward Jones08-20-2019
Mark G CurleyEquity Services, Inc.Edward Jones$15008-02-2019
June H WooE*TRADE Securities LLCEdward Jones07-26-2019
Melissa Madeline CartyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-10-2019
Nicholas Charles SapienzaRitholtz Wealth ManagementEdward Jones$15006-20-2019
Jason James EatonTD Ameritrade Investment Management, LLCEdward Jones05-09-2019
Karyn Cordero CarboneFirst Command Brokerage Services, Inc.Edward Jones04-16-2019
Marci RiddellWells Fargo Clearing Services, LLCEdward Jones03-05-2019
Deborah Ann ChristopherAmeriprise Financial Services, LLCEdward Jones02-21-2019
Debra Feaser Michael EisenbraunAmeriprise Financial Services, LLCEdward Jones$21511-02-2018
Debra Ann FeaserAmeriprise Financial Services, LLCEdward Jones$2511-02-2018
Michael V EisenbraunAmeriprise Financial Services, LLCEdward Jones11-02-2018
Brian Christopher HarwoodLPL Financial LLCEdward Jones03-09-2018
Ty Richard BuckelewWatts Capital Partners LLCEdward Jones01-30-2018
John DoranJ.P. Morgan Securities LLCEdward Jones01-08-2018
Kenneth Franklin SimonKey Investment Services LLCEdward Jones10-11-2017
Richard Darrin WhiteWells Fargo Clearing Services, LLCEdward Jones05-26-2017
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Showing 1 to 25 of 60 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.