Recruiting Wire Scoreboard

Track the winners and losers in this running tally of recruitment acquisitions.

Recruiting Winners
AUM ($ MLN)
1. LPL Financial
$16,739
2. Stifel Nicolaus & Co.
$14,119
3. Dynasty Financial Partners
$9,275
4. Raymond James
$7,699
5. First Republic
$6,355
Recruiting Losers
AUM ($ MLN)
1. Merrill Lynch
$20,186
2. Wells Fargo
$13,551
3. Morgan Stanley
$12,454
4. UBS
$7,540
5. Ameriprise
$2,633
Recruiting Champs (net)
AUM ($ MLN)
1. LPL Financial
$14,925
2. Stifel Nicolaus & Co.
$14,001
3. Dynasty Financial Partners
$9,275
4. First Republic
$6,355
5. Raymond James
$5,949

Recruiting Wire

Explore who’s jumping where and see which firms are winning the recruiting wars with our running list of advisor moves.

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New Firm: Prospera Financial Services
Old Firm: Wells Fargo
Name: Jeff Speicher and Vinessa Ekberg
AUM: $190M
T12:
Location: Durango, CO
Move Date: 08/13/2019
New Firm: LPL Financial
Old Firm: Royal Alliance
Name: Dennis Priest and Edmond Karam
AUM: $150M
T12:
Location: Anaheim, CA
Move Date: 07/15/2019
New Firm: FBL Marketing Services
Old Firm: Cetera Advisor Networks LLC
Name: Ann Frigon
AUM: $100M
T12:
Location: Dodge City, KS
Move Date: 08/19/2019
New Firm: LPL Financial
Old Firm: Western International Securities
Name:
AUM: $13.6M
T12:
Location: Long Beach, CA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Western International Securities
Name:
AUM: $22.8M
T12:
Location: Huntington Beach, CA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $18M
T12:
Location: Sarasota, FL
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $61.4M
T12:
Location: Radnor, PA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $43.5M
T12:
Location: Melville, NY
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $301M
T12:
Location: Hattiesburg, MS
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $57.5M
T12:
Location: Greenville, SC
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $44M
T12:
Location: Frisco, TX
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $7.9M
T12:
Location: Little Rock, AR
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $97.6M
T12:
Location: Jacksonville, AR
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $61M
T12:
Location: Columbus, GA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Waddell & Reed
Name:
AUM: $34.9M
T12:
Location: Apple Valley, MN
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Sigma Financial
Name:
AUM: $38.6M
T12:
Location: Midland, MI
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Securities America
Name:
AUM: $99.5M
T12:
Location: Torrance, CA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Securities America
Name:
AUM: $12.6M
T12:
Location: Hot Springs, AR
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Sagepoint
Name:
AUM: $12.8M
T12:
Location: Manchester, NH
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Sagepoint
Name:
AUM: $26.5M
T12:
Location: Lebanon, OH
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Raymond James
Name:
AUM: $416.6M
T12:
Location: Spokane Valley, WA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Raymond James
Name:
AUM: $97.2M
T12:
Location: Peoria, AZ
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Raymond James
Name:
AUM: $10.3M
T12:
Location: Mechanicsburg, PA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Morgan Stanley
Name:
AUM: $24.1M
T12:
Location: Sheridan, WY
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Morgan Stanley
Name:
AUM: $9.6M
T12:
Location: New York, NY
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Morgan Stanley
Name:
AUM: $12M
T12:
Location: Camp Hill, PA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: MML Investors Service
Name:
AUM: $19.5M
T12:
Location: South Jordan, UT
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Merrill Lynch
Name:
AUM: $9.7M
T12:
Location: Denver, CO
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Madison Avenue Securities, LLC
Name:
AUM: $19.5M
T12:
Location: San Diego, CA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Key Investment Services
Name:
AUM: $10.1M
T12:
Location: Winooski, VT
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: JPMorgan Chase & Co.
Name:
AUM: $40.9M
T12:
Location: Frankfort, IL
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Hilltop Securities
Name:
AUM: $81.8M
T12:
Location: Diboll, TX
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: HD Vest Investment Services
Name:
AUM: $44.4M
T12:
Location: Potomac, MD
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: HD Vest Investment Services
Name:
AUM: $16M
T12:
Location: Katy, TX
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: H. Beck, Inc.
Name:
AUM: $25.3M
T12:
Location: West Des Moines, IA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Forester Financial Services
Name:
AUM: $39.9M
T12:
Location: North Haven, CT
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Forester Financial Services
Name:
AUM: $52.6M
T12:
Location: Kingsburg, CA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Forester Financial Services
Name:
AUM: $27.4M
T12:
Location: Bethesda, MD
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: First Allied
Name:
AUM: $25.8M
T12:
Location: Hermosa Beach, CA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Edward Jones
Name:
AUM: $40.4M
T12:
Location: Oklahoma City, OK
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Edward Jones
Name:
AUM: $20M
T12:
Location: Middleburg, FL
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Edward Jones
Name:
AUM: $47M
T12:
Location: Centreville, MA
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: CUNA Brokerage Services
Name:
AUM: $10.3M
T12:
Location: Canfield, OH
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Cetera Investment Services LLC
Name:
AUM: $39.4M
T12:
Location: Skokie, IL
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Cetera Advisor Networks LLC
Name:
AUM: $12.3M
T12:
Location: Sayville, NY
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Ameritas Investment Corp.
Name:
AUM: $15.7M
T12:
Location: West Chester, OH
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Ameriprise
Name:
AUM: $17M
T12:
Location: North Haven, CT
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Ameriprise
Name:
AUM: $24.1M
T12:
Location: Bargersville, IN
Move Date: 06/30/2019
New Firm: LPL Financial
Old Firm: Kestra Financial
Name:
AUM: $327.3M
T12:
Location: Encinco, CA
Move Date: 06/26/2019
New Firm: LPL Financial
Old Firm: Raymond James
Name: (PacNorth Retirement Group) RC Roland, Chad Roland, Blair Roland, Gary Douvia, Garry Borders, Matt Borders and Joel White
AUM: $14.9M
T12:
Location: Spokane, WA
Move Date: 06/28/2019

Rankings are current year-to-date and based on assets recruited, assets of departing advisors and net new assets of hires minus assets of those who have left. Data based on publicly available moves as listed in the Recruiting Wire.

Source: AdvisorHub reporting, BrokerCheck data, other publications and announcements since January 1, 2016. Transitions are listed as they are made public.