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
Nicholas TrentEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated10-07-2019
Frank Joseph Monteleone JrEdward JonesCantor Fitzgerald & Co.06-24-2019
Matthew SellEdward JonesNorthwestern Mutual Investment Services, LLC04-29-2019
Cindy Lynn BarnesEdward JonesPrivate Advisor Group, LLC11-16-2018
Lindsey Michelle HeglarEdward JonesRaymond James & Associates, Inc.11-16-2018
Justin Richard WillisEdward JonesMWA Financial Services Inc.11-14-2018
Grace Elizabeth MeadEdward JonesJ.P. Morgan Securities LLC10-08-2018
Joseph Brendan FrazierEdward JonesRaymond James & Associates, Inc.09-04-2018
Kaitlin FreemanEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-27-2018
Duane Dale ConklinEdward JonesIntegrity Funds Distributor, LLC$50006-29-2018
Thor Ericksen MelsonEdward JonesProEquities, Inc.06-01-2018
Minda Mychal WilsonEdward JonesProEquities, Inc.01-12-2018
Bret MasseyEdward JonesCarty & Company, Inc.01-02-2018
Clifton Delon BradleyEdward JonesAIG Capital Services, Inc.12-05-2017
Joe Dan HollingsworthEdward JonesNationwide Investment Services Corporation11-24-2017
Robert H Gay IIIEdward JonesPruco Securities, LLC.06-28-2017
Bridgit Lee BennettEdward JonesSunTrust Investment Services, Inc.02-03-2017
John Carlock HugheyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated12-02-2016
Lisa Kay HeltonEdward JonesFirst Horizon Advisors, Inc.11-17-2016
Jonathan Dwayne WickersheimEdward JonesCUNA Brokerage Services, Inc.05-26-2016
William M LenczynskiEdward JonesWells Fargo Clearing Services, LLC01-04-2016
Bret RobbeEdward JonesFarmers Financial Solutions, LLC$15003-26-2015
Matthew WisemanEdward JonesDuncan-Williams, Inc.01-26-2015
Vanessa Leann CordellEdward JonesLPL Financial LLC$10008-25-2014
Justin P MackayEdward JonesMetLife Securities Inc.08-30-2013
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Showing 1 to 25 of 30 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.