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Recruiting Wire Scoreboard

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

Recruiting Winners
AUM ($ MLN)
1. Stifel Nicolaus & Co.
$14,318
2. Raymond James
$9,722
3. First Republic
$9,500
4. Merrill Lynch
$9,000
5. RBC
$8,200
View Full List >
Recruiting Losers
AUM ($ MLN)
1. Wells Fargo
$28,389
2. Merrill Lynch
$18,636
3. UBS
$10,283
4. JPMorgan Chase & Co.
$9,511
5. Ziegler
$4,730
View Full List >
Recruiting Champs (net)
AUM ($ MLN)
1. Stifel Nicolaus & Co.
$13,634
2. First Republic
$9,000
3. Raymond James
$8,537
4. RBC
$6,954
5. Purshe Kaplan Sterling Investments
$4,730
View Full List >

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
Old Firm
Name
AUM
T12
Location
Move Date
New Firm: Raymond James
Old Firm: Wells Fargo
Name: Ian MacClure
AUM: $114M
T12:
Location: Denver, CO
Move Date: 06/15/2018
New Firm: Raymond James
Old Firm: LPL Financial
Name: James Melstrom
AUM: $110M
T12:
Location: Bloomfield Hills, MI
Move Date: 06/01/2018
New Firm: Raymond James
Old Firm: LPL Financial
Name: Tamar Mogilski and Brian Bedford
AUM: $285M
T12:
Location: Rochester, NY
Move Date: 07/16/2018
New Firm: Janney Montgomery Scott
Old Firm: Wells Fargo
Name: Matthew Kroehler, Lee Springer, James Farrell, and Veronica Joyner
AUM: $239M
T12:
Location: Washington, DC
Move Date: 10/15/2018
New Firm: Raymond James
Old Firm: Morgan Stanley
Name: Seraphim Rine and Patricia Lynn Sans
AUM: $190M
T12: $1.5M
Location: West Palm Beach, FL
Move Date: 09/14/2018
New Firm: Raymond James
Old Firm: David A. Noyes
Name: Elizabeth Correll
AUM:
T12:
Location: Indianapolis, IN
Move Date: 10/08/2018
New Firm: Steward Partners
Old Firm: Morgan Stanley
Name: Ken Neuman
AUM: $135M
T12:
Location: Morristown, NJ
Move Date: 10/05/2018
New Firm: JPMorgan Chase & Co.
Old Firm: Wells Fargo
Name: Jason Holland
AUM: $240M
T12:
Location: Dallas, TX
Move Date: 10/09/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: UBS
Name: Robert D. Cohen
AUM: $712M
T12:
Location: Garden City, NY
Move Date: 10/08/2018
New Firm: LPL Financial
Old Firm: Securities America
Name: Dan Johnson, Melissa Dixon, Tami Eberhardt, Barb Bruen, Matt Dixon, Darin Luze, Ron Platz, and Denny Finken
AUM: $275M
T12:
Location: Fort Collins, CO
Move Date: 08/24/2018
New Firm: Raymond James
Old Firm: Wells Fargo
Name: Jackson Rhoades, Cindy Mowry, Donna Kaczmar, Kimberly Pace, Sandy Rehak, Summer Obert, Brock Bettenhausen, Logan Stone, Michael Stockton, Janet Schmeski, David Matty and Steve Bettenhausen
AUM:
T12:
Location: Mountain Home, AR
Move Date: 10/01/2018
New Firm: UBS
Old Firm: Merrill Lynch
Name: Jamie Schade and Mark Henestofel
AUM: $500M
T12:
Location: Dayton, OH
Move Date: 10/05/2018
New Firm: Morgan Stanley
Old Firm: Merrill Lynch
Name: Christian Conroy
AUM:
T12:
Location: Jericho, NY
Move Date: 10/05/2018
New Firm: Morgan Stanley
Old Firm: Merrill Lynch
Name: Gregory Chevrier and Walter Grubbs
AUM:
T12:
Location: Newport, VA
Move Date: 10/05/2018
New Firm: Morgan Stanley
Old Firm: UBS
Name: Kevin Martin and Andrew Archer
AUM: $400M
T12:
Location: Los Angeles, CA
Move Date: 10/05/2018
New Firm: Morgan Stanley
Old Firm: UBS
Name: Scott Mercalde and Tricia Mercalde
AUM:
T12:
Location: Kenwood, OH
Move Date: 10/05/2018
New Firm: JPMorgan Chase & Co.
Old Firm: Morgan Stanley
Name: Stephen Gold and Patrick Henry
AUM:
T12: $3M
Location: White Plains, NY
Move Date: 10/05/2018
New Firm: RBC
Old Firm: Wells Fargo
Name: Clive Grady Buchan
AUM: $195M
T12:
Location: Syracuse, NY
Move Date: 10/01/2018
New Firm: RBC
Old Firm: Wells Fargo
Name: Michael Foody
AUM: $120M
T12:
Location: Seattle, WA
Move Date: 09/26/2018
New Firm: Steward Partners
Old Firm: Wells Fargo
Name: Bradford Coyle
AUM: $500M
T12: $2.4M
Location: McLean, VA
Move Date: 10/04/2018
New Firm: SunTrust
Old Firm: Wells Fargo
Name: Walter A. Kennedy IV and Patrick Long
AUM:
T12:
Location: Charlotte, NC
Move Date: 09/28/2018
New Firm: David A. Noyes
Old Firm: Merrill Lynch
Name: Martin Rice and Beau Barrett
AUM: $240M
T12:
Location: Indianapolis, IN
Move Date: 09/28/2018
New Firm: D.A. Davidson & Co.
Old Firm: Wells Fargo
Name: Don Wells Jr. and Kyle Wells
AUM: $200M
T12: $1.2M
Location: Bend, OR
Move Date: 09/28/2018
New Firm: Correct Capital Wealth Management
Old Firm: Wells Fargo
Name: Brian Pultman, John Biedenstein, and Megan Elizabeth Badolato
AUM: $600M
T12: $3.2M
Location: Clayton, MO
Move Date: 10/01/2018
New Firm: RBC
Old Firm: Wells Fargo
Name: John Perry, Patrick Durham, and Robin Johnson
AUM: $160M
T12: $1.2M
Location: West Palm Beach, FL
Move Date: 09/28/2018
New Firm: Raymond James
Old Firm: Wells Fargo
Name: Benjamin Lewis Jr. and Christopher Amys
AUM: $185M
T12:
Location: Asheville, NC
Move Date: 07/07/2018
New Firm: Raymond James
Old Firm: Wells Fargo
Name: Gerard Rabadeau, Lauren Rabadeau Bollinger, Russell Rabadeau, and Chris Devine
AUM: $325M
T12:
Location: Westfield, NJ
Move Date: 09/07/2018
New Firm: Morgan Stanley
Old Firm: Merrill Lynch
Name: David Villalobos
AUM:
T12: $1.7M
Location: Chicago, IL
Move Date: 09/05/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: PNC
Name: Daniel Riley
AUM: $35M
T12:
Location: Pittsburgh, PA
Move Date: 09/25/2018
New Firm: tru Independence
Old Firm: JPMorgan Chase & Co.
Name: Jeffrey S. Diamond and Zachary A. Morris
AUM: $200M
T12:
Location: Atlanta, GA
Move Date: 09/25/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: LPL Financial
Name: Sally Harris
AUM: $43M
T12:
Location: Fresno, CA
Move Date: 09/25/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: UBS
Name: Dan Long
AUM: $55M
T12:
Location: Sarasota, FL
Move Date: 09/25/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Wells Fargo
Name: Nick Steinbach
AUM: $60M
T12:
Location: Naples, FL
Move Date: 09/25/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Wells Fargo
Name: Larry Jacobs
AUM: $192M
T12:
Location: White Plains, NY
Move Date: 09/25/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Raymond James
Name: Tom Laporte, Bryan Bertucci and Von Hallauer
AUM: $234M
T12:
Location: Scottsdale, AZ
Move Date: 09/26/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Wells Fargo
Name: Thomas Rembert, John Cash, Grant Rembert & William Mode
AUM: $287M
T12:
Location: Hickory, NC
Move Date: 09/25/2018
New Firm: Wells Fargo
Old Firm: Merrill Lynch
Name: Michael Gregg, John Gregg, and Katherine Gregg
AUM: $200M
T12:
Location: Birmingham, AL
Move Date: 09/21/2018
New Firm: First Republic
Old Firm: UBS
Name: Steven H. Levine
AUM: $2B
T12: $6M
Location: Los Angeles, CA
Move Date: 09/21/2018
New Firm: Ameriprise
Old Firm: Wells Fargo
Name: Robert Lepa
AUM: $94M
T12:
Location: Beach Gardens, FL
Move Date: 09/27/2018
New Firm: Ameriprise
Old Firm: Raymond James
Name: Randall MacNeill
AUM: $105M
T12:
Location: Atlanta, GA
Move Date: 07/24/2018
New Firm: LPL Financial
Old Firm: Cetera
Name: Kathleen Hansen, Heather Hackett, Amanda Reams, and Amber Reams
AUM: $180M
T12:
Location: Long Beach, CA
Move Date: 07/31/2018
New Firm: Raymond James
Old Firm: Ameriprise
Name: Robert DuKate
AUM: $125M
T12:
Location: Boca Raton, FL
Move Date: 06/08/2018
New Firm: JPMorgan Chase & Co.
Old Firm: Merrill Lynch
Name: Robert Burns and Janet Nevins
AUM: $633M
T12:
Location: Palm Beach, FL
Move Date: 09/20/2018
New Firm: Robert W. Baird
Old Firm: Wells Fargo
Name: Paisley Wessel and Cory Wessel
AUM: $125M
T12: $1M
Location: Raleigh, NC
Move Date: 08/30/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Morgan Stanley
Name: Zachary Birkey, Ronald Ouwenga, Jeff Schimmelpfennig, Myron Hendrix, Brian P. Thomas and Michael J. Bruner
AUM: $660M
T12:
Location: Bourbonnais, IL
Move Date: 09/13/2018
New Firm: LPL Financial
Old Firm: Cetera
Name: Multop Financial
AUM: $300M
T12:
Location: Bellingham, WA
Move Date: 09/24/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Wells Fargo
Name: John Banks and John Banks III
AUM: $63M
T12:
Location: Center Valley, PA
Move Date: 09/13/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Wells Fargo
Name: John Jenkins
AUM: $65M
T12:
Location: Memphis, TN
Move Date: 09/12/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: UBS
Name: Craig Whitten
AUM:
T12: $71M
Location: Phoenix, AZ
Move Date: 09/14/2018
New Firm: Stifel Nicolaus & Co.
Old Firm: Wells Fargo
Name: Eric Conover
AUM: $183M
T12:
Location: Quincy, IL
Move Date: 09/12/2018

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.