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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jon Michael RandallStifel, Nicolaus & Company, IncorporatedMorgan Stanley01-16-2018
Tom Hankins Jay LauzonStifel, Nicolaus & Company, IncorporatedAmeriprise Financial Services, LLC$19701-17-2018
Anthony James LauzonStifel, Nicolaus & Company, IncorporatedAmeriprise Financial Services, LLC01-17-2018
Thomas William Hankins SrStifel, Nicolaus & Company, IncorporatedAmeriprise Financial Services, LLC01-17-2018
Greg GreenbergStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$17801-18-2018
Gregory Charles GreenbergStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$2501-18-2018
Bryan Lee SachanStifel, Nicolaus & Company, IncorporatedScottrade, Inc.02-05-2018
Adam ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones$19302-13-2018
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Michael SilvermanStifel, Nicolaus & Company, IncorporatedOppenheimer$10002-16-2018
Michael Ward SilvermanStifel, Nicolaus & Company, IncorporatedOppenheimer & Co. Inc.02-16-2018
Stephen M ThomsenStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-23-2018
Daniel Stuart NewellStifel, Nicolaus & Company, IncorporatedRBC Capital Markets, LLC$5002-28-2018
Daniel NewellStifel, Nicolaus & Company, IncorporatedRBC Capital Markets, LLC$7403-01-2018
Steve ThomsenStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$8303-01-2018
Ryan John GodierStifel, Nicolaus & Company, IncorporatedEdward Jones03-05-2018
Brodie Joe KillianStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-09-2018
James Paul VansteenhuyseStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.03-13-2018
Erin DanielsStifel, Nicolaus & Company, IncorporatedBMO Harris Financial Advisors, Inc.$12003-27-2018
Erin A DanielsStifel, Nicolaus & Company, IncorporatedBMO Harris Financial Advisors, Inc.$15003-27-2018
Robert Anthony Johnson JrStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-02-2018
Eric Mitchell KelingStifel, Nicolaus & Company, IncorporatedScottrade, Inc.04-06-2018
Thomas Joseph ThivesStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1,00004-10-2018
Michael John WitousStifel, Nicolaus & Company, IncorporatedOppenheimer & Co. Inc.$2,00004-11-2018
Peter ScudnerStifel, Nicolaus & Company, IncorporatedJanney Montgomery Scott LLC$29804-18-2018
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Showing 1 to 25 of 208 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.