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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher David MeyerRaymond James Financial Services, Inc.U.S. Bancorp Investments, Inc.02-23-2018
Corey Amadeus BeucusLPL Financial LLCU.S. Bancorp Investments, Inc.06-09-2009
Dan Craig McLaughlinKey Investment Services LLCU.S. Bancorp Investments, Inc.$5006-25-2012
Fiona Karen CosmannVALIC Financial Advisors, Inc.U.S. Bancorp Investments, Inc.10-06-2016
Greyvin Donery JovelEquitable Advisors, LLCU.S. Bancorp Investments, Inc.06-30-2015
Jessica Marie HalversonE*TRADE Securities LLCU.S. Bancorp Investments, Inc.04-03-2019
Kameron WatsonEdward JonesU.S. Bancorp Investments, Inc.10-25-2019
Karidja Honorine ReaJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.06-20-2018
Leopold D AlapontCommonwealth Financial NetworkU.S. Bancorp Investments, Inc.06-03-2019
Lindsey Taylor SimmonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.07-16-2018
Matthew Adam MarrRaymond James Financial Services, Inc.U.S. Bancorp Investments, Inc.$15002-23-2018
Michael McDonaldLPL Financial LLCU.S. Bancorp Investments, Inc.$7509-02-2015
Ronnie John SotoUnionBanc Investment Services, LLCU.S. Bancorp Investments, Inc.04-24-2018
Tiffany Marie DarstMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.08-29-2017
Todd Kally BairdWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2508-26-2016
Traci Lynn MurrayStifel, Nicolaus & Company, IncorporatedU.S. Bancorp Investments, Inc.$15005-05-2016

Showing 1 to 16 of 16 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.