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

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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
Aaron Gray CizonWells Fargo Clearing Services, LLCFirst Citizens Securities Corporation$15005-07-2012
Aaron Justin GoreAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.$2502-07-2020
Aaron M WatkinsAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2018
Aaron Michael GallowayRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-21-2017
Adam Christopher DunhamJanney Montgomery Scott LLCScottrade, Inc.03-15-2017
Adam Eric Ackerman MrBNA WealthEdward Jones10-06-2016
Adam Everette CrottsFirst Citizens Asset Management, IncWells Fargo Clearing Services, LLC08-31-2016
Adam John JurewiczAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2013
Adam Mills HigginsFirst Heartland Capital, Inc.Equitable Advisors, LLC10-05-2018
Adam R BloombergBB&T Securities, LLCPrincipal Securities, Inc.03-22-2017
Adam Shain AldrichLPL Financial LLCRaymond James & Associates, Inc.$2503-11-2015
Alan Edward BerkeleyLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2011
Alan James SpilkerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15008-28-2013
Alan Jason DargisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC11-18-2013
Alan Robert Nachman IINachman Norwood & Parrott, Inc.Wells Fargo Advisors Financial Network, LLC$37505-01-2018
Albert Monroe Campbell IiiCetera Advisor Networks LLCWSA Affiliates, LLC08-01-2016
Alex Christopher VasseyCommonwealth Financial NetworkFounders Financial Securities LLC01-09-2012
Alexander Ervin PetersonEdward JonesFisher Investments10-15-2019
Alexander James WillhiteLPL Financial LLCUBS Financial Services Inc.01-22-2020
Alexander Opoulos IvRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5011-13-2009
Alexandros S VlahosJanney Montgomery Scott LLCMorgan Stanley02-01-2018
Alicia Ann ZmudaBB&T Securities, LLCFirst Citizens Securities Corporation$15005-20-2015
Allen Huggins Johnson JrApollon Wealth Management, LLCRaymond James & Associates, Inc.08-14-2020
Altin TiranaLPL Financial LLCMorgan Stanley$5009-10-2020
Alvin Dale Riley IILPL Financial LLCMetLife Investors Distribution Company03-02-2015
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Showing 1 to 25 of 1,212 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.