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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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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
James ForsythLPL Financial LLCEdward Jones$7511-16-2017
Dennis JacksonLPL Financial LLCEdward Jones$13011-13-2017
Cliff CosperLPL Financial LLCEdward Jones$6105-05-2017
James WebbLPL Financial LLCEdward Jones$6802-23-2017
Luisa EhrigLPL Financial LLCEdward Jones$10005-09-2016
Melanie HousdenLPL Financial LLCEdward Jones$10009-10-2015
Robert ShanksAmeriprise Financial Services, LLCEdward Jones$12801-27-2015
Willie HowardInvestacorp, Inc.Edward Jones$5006-16-2011
Steven JumperWells Fargo Clearing Services, LLCEdward Jones$15304-02-2015
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
James Earl Webb360 Wealth ManagementEdward Jones$9506-17-2016
Dax A Seale Amber SealeRaymond JamesEdward Jones$15707-09-2015
Billy C BelcherRaymond JamesEdward Jones$17511-26-2014
John P McPhillips JrRaymond James & Associates, Inc.Edward Jones09-28-2020
Mark Allen BarefieldRaymond James Financial Services, Inc.Edward Jones$15009-18-2020
Kaushik BhaktaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2020
Justin Taylor JonesLPL Financial LLCEdward Jones09-15-2020
Billy Lee ApodacaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-09-2020
Zachary Chase DickeyFidelity Brokerage Services LLCEdward Jones09-09-2020
Chris GilbertSecurities America, Inc.Edward Jones09-04-2020
Greta Messarra WoodwardLPL Financial LLCEdward Jones$2508-31-2020
Donna Jane HeatherleyRaymond James Financial Services, Inc.Edward Jones08-28-2020
Todd SkogenFarmers Financial Solutions, LLCEdward Jones08-27-2020
Brandon L JonesJ.P. Morgan Securities LLCEdward Jones08-17-2020
Ethan Thomas BinnionWaddell & ReedEdward Jones$15007-30-2020
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Showing 1 to 25 of 328 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.