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
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Armando IglesiasEdward JonesFidelity Brokerage Services LLC06-10-2019
Arthur Clifford CosperEdward JonesLPL Financial LLC08-17-2018
Chrystian Alexander QuinonesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Colin WongEdward JonesEquitable Advisors, LLC$2506-28-2019
Corey Allen ColemanEdward JonesWells Fargo Clearing Services, LLC$3705-01-2019
Eric James CanuppEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Eric James LamannaEdward JonesAmerican Funds Distributors, Inc.06-19-2019
Jaclyn E BellEdward JonesCapital Analysts07-12-2019
Joseph O VigilEdward JonesQuest Capital Strategies, Inc.01-29-2019
Kara Michele LebanikEdward JonesFidelity Brokerage Services LLC09-18-2018
Kevin ArmesEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated02-15-2019
Kurt Thomas Von BuettnerEdward JonesSWBC Investment Services, LLC01-18-2019
Lance OBrian MurphyEdward JonesInvesco Distributors, Inc.01-28-2019
Lawrence Alix Foster IIEdward JonesFidelity Personal and Workplace Advisors08-31-2018
Michael W MackeyEdward JonesStrategic Advisers LLC07-27-2018
Oliver Christian PuhrEdward JonesBBVA Securities Inc.01-18-2019
Patrick Randell NorfleetEdward JonesWells Fargo Clearing Services, LLC08-03-2018
Rafael Salvador NunezEdward JonesWells Fargo Clearing Services, LLC07-30-2018
Ryan Andrew FrankEdward JonesAllstate Financial Services, LLC11-28-2018
Sean LevingsEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated04-18-2019
Simon John TannerEdward JonesThe GMS Group, LLC02-15-2019
Stephen Fletcher MixonEdward JonesFrost Brokerage Services, Inc.02-15-2019
Suzanne Elizabeth ChristensenEdward JonesCountry Capital Management Company10-12-2018
Wendy W SealeEdward JonesRaymond James Financial Services, Inc.08-31-2018
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Showing 1 to 25 of 26 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.