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
Jeffrey Michael Wirth SrStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC04-05-2013
Joan Charmaine FisherStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC04-05-2013
Robert Telford NortonCapstone Wealth Advisors, LLCWells Fargo Advisors Financial Network, LLC03-10-2017
Ryan Allen SkogstadCapstone Wealth Advisors, LLCWells Fargo Advisors Financial Network, LLC03-10-2017
Debra Lynne BartolMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC$10005-10-2017
Lance David SteinbergLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5511-02-2017
Dustin Edward MarlettRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC02-13-2018
Larry Kevin KeudellKeudell Morrison Wealth Management, LLCWells Fargo Advisors Financial Network, LLC$15004-06-2018
Stephanie Anne SmithKeudell Morrison Wealth Management, LLCWells Fargo Advisors Financial Network, LLC04-06-2018
Michael Andrew MorrisonKeudell Morrison Wealth Management, LLCWells Fargo Advisors Financial Network, LLC$5004-06-2018
Joel K BlountKeudell Morrison Wealth Management, LLCWells Fargo Advisors Financial Network, LLC$5004-06-2018
Kyle Lynn DunningRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-22-2018
Scott Howard OllerenshawRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$12008-22-2018
Christopher D WernerCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$2501-02-2019
Peter Kristian KotkasCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$2509-01-2020
Christopher Lee RaskLPL Financial LLCWells Fargo Advisors Financial Network, LLC09-28-2020
Mitchell N RaskLPL Financial LLCWells Fargo Advisors Financial Network, LLC09-28-2020
Jane M MillerLPL Financial LLCWells Fargo Advisors Financial Network, LLC09-28-2020
Jeffrey Michael ElorriagaLPL Financial LLCWells Fargo Advisors Financial Network, LLC09-28-2020

Showing 1 to 19 of 19 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.