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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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
Matthew TraywickLPL Financial LLCWesBanco Securities, Inc.$6005-16-2016
Brittany RieckEquitable Advisors, LLCWesBanco Securities, Inc.12-09-2019
Mark Adam WakelandThe Huntington Investment CompanyWesBanco Securities, Inc.$5007-14-2020
Aaron D BurgaLPL Financial LLCWesBanco Securities, Inc.08-12-2019
Gary Scott WilliamsonLPL Financial LLCWesBanco Securities, Inc.05-02-2018
Keith Lee HillLPL Financial LLCWesBanco Securities, Inc.04-26-2018
Ryan Bruce LavielleCUSO Financial Services, L.P.WesBanco Securities, Inc.01-09-2017
Jaime Marie TraywickLPL Financial LLCWesBanco Securities, Inc.05-16-2016
Matthew Adam TraywickLPL Financial LLCWesBanco Securities, Inc.05-16-2016
Deanna Kay PatrickEdward JonesWesBanco Securities, Inc.$15004-22-2016
Zachary Adam DeckerJ.P. Morgan Securities LLCWesBanco Securities, Inc.$15012-08-2015
Elizabeth Anne SproutJ.P. Morgan Securities LLCWesBanco Securities, Inc.05-04-2015
Debra Lynn CooperInfinex Investments, Inc.WesBanco Securities, Inc.04-23-2012
David T TreadwayMerrill Lynch, Pierce, Fenner & Smith IncorporatedWesBanco Securities, Inc.$2507-22-2011
Steven Michael RyanPNC InvestmentsWesBanco Securities, Inc.01-03-2011

Showing 1 to 15 of 15 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.