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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeremy M TshudyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$1908-24-2009
Mark Jonathan AmentPNC InvestmentsEdward Jones12-04-2009
Martin Anthony Federici JrMF Advisers, Inc.Edward Jones01-11-2011
Ryan A ThompsonAlderman & AssociatesEdward Jones04-29-2011
Thomas I McilweeMorgan StanleyEdward Jones06-20-2011
Gregory Wayne OhlWells Fargo Advisors Financial Network, LLCEdward Jones07-15-2011
Walter E TuttleVanguard Marketing CorporationEdward Jones09-06-2011
Justin Chandler ButtrickLPL Financial LLCEdward Jones11-18-2011
Christopher James BaniewiczVanguard Marketing CorporationEdward Jones02-21-2012
Samuel David Baez JrRoyal Alliance Associates, Inc.Edward Jones02-23-2012
Kevin M JohnsTD Ameritrade Investment Management, LLCEdward Jones$1002-28-2012
Brent Russell GuthrieLPL Financial LLCEdward Jones05-07-2012
Gale D WithersAmeriprise Financial Services, LLCEdward Jones$5005-11-2012
Zachary Grant HogentoglerCUSO Financial Services, L.P.Edward Jones08-20-2012
Jay Alan HerrlingerLPL Financial LLCEdward Jones$15009-10-2012
Kenneth J ScrimaPNC InvestmentsEdward Jones11-13-2012
Deborah Faye HughesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2512-21-2012
John William EiseleLPL Financial LLCEdward Jones06-10-2013
William B ByrneMorgan StanleyEdward Jones01-17-2014
Timothy Barry McCartyAmeriprise Financial Services, LLCEdward Jones12-12-2014
Robert E MitchellTIAA-CREF Individual & Institutional Services, LLCEdward Jones10-09-2015
John OharaWells Fargo Clearing Services, LLCEdward Jones04-06-2016
Trent Eugene TurnerM&T Securities, Inc.Edward Jones$2501-11-2017
Brendan Patrick GallagherWells Fargo Advisors Financial Network, LLCEdward Jones03-24-2017
Kitti Yasin BarkerHYA FinancialEdward Jones04-25-2017
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Showing 1 to 25 of 63 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.