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
Ron Phelps Jacob HamusAmeriprise Financial Services, LLCMorgan Stanley$32103-27-2020
Ruth KitzmannRaymond James & Associates, Inc.RBC Capital Markets, LLC$12708-20-2019
A Paul OlsenBenjamin F. Edwards & Company, Inc.Wells Fargo Advisors Financial Network, LLC12-04-2009
Aaron G TachonHarbour Investments, Inc.New England Securities05-18-2012
Aaron Jay WursterSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Aaron K KoykkariBMO Harris Financial Advisors, Inc.Edward Jones09-24-2019
Aaron Kurt SeemanRoyal Alliance Associates, Inc.Harbour Investments, Inc.01-02-2020
Aaron Kyle BohmU.S. Bancorp Investments, Inc.Associated Investment Services, Inc.$15001-21-2020
Aaron Kyle YoungWoodbury Financial Services, Inc.Ausdal Financial Partners, Inc.11-02-2015
Aaron Matthew SpitznerRaymond James Financial Services, Inc.BMO Investment Distributors, LLC11-21-2016
Aaron Michael LawryLPL Financial LLCChase Investment Services Corp.09-13-2012
Aaron Thomas BilitzPackerland Brokerage Services, Inc.Thrivent Investment Management Inc.12-06-2013
Aaron Timothy KowalRaymond James Financial Services, Inc.SagePoint Financial, Inc.08-10-2009
Abby Lynn MeyersAxelhelm Capital ManagementNorthwestern Mutual Investment Services, LLC09-16-2020
Abraham A GoldbergWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-10-2010
Adam David GafnerTitletown Wealth Management, LLCWoodbury Financial Services, Inc.05-29-2020
Adam E LonglaisNicolet Advisory Services, LLCKellogg Asset Management, LLC04-04-2019
Adam James ObluckRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5007-13-2018
Adam Jason RickLPL Financial LLCRBC Capital Markets, LLC10-15-2015
Adam John SwandaLPL Financial LLCSagePoint Financial, Inc.$10008-20-2018
Adam Joseph DomaskThrivent Investment Management Inc.Packerland Brokerage Services, Inc.06-09-2016
Adam Joseph SmitLPL Financial LLCEdward Jones$1,00011-26-2010
Adam RuhlandJ.P. Morgan Securities LLCTD Ameritrade, Inc.11-01-2018
Adam Ryan PetersSecurities America, Inc.Ameriprise Financial Services, LLC10-10-2019
Adam Scott MolitorNorthwestern Mutual Investment Services, LLCWells Fargo Funds Distributor, LLC07-27-2012
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Showing 1 to 25 of 2,007 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.