Recruiting Wire Scoreboard

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

Recruiting Winners
AUM ($ MLN)
1. LPL Financial
$30,665
2. Stifel Nicolaus & Co.
$18,595
3. Dynasty Financial Partners
$11,075
4. Raymond James
$10,512
5. First Republic
$8,280
Recruiting Losers
AUM ($ MLN)
1. Merrill Lynch
$32,125
2. Wells Fargo
$18,540
3. UBS
$15,375
4. Morgan Stanley
$14,409
5. Kestra Financial
$12,568
Recruiting Champs (net)
AUM ($ MLN)
1. LPL Financial
$28,851
2. Stifel Nicolaus & Co.
$17,677
3. Dynasty Financial Partners
$11,075
4. Raymond James
$8,396
5. First Republic
$8,280

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: LPL Financial
Old Firm: Woodbury Financial Services
Name:
AUM: $111.6M
T12:
Location: Plano, TX
Move Date: 07/31/2019
New Firm: LPL Financial
Old Firm: Woodbury Financial Services
Name:
AUM: $62.2M
T12:
Location: Clarks Summit, PA
Move Date: 07/27/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $33.7M
T12:
Location: Myrtle Beach, SC
Move Date: 07/19/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $15.1M
T12:
Location: Henderson, NV
Move Date: 07/18/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $31.9M
T12:
Location: East Boston, MA
Move Date: 07/17/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $24.2M
T12:
Location: Lakeland, FL
Move Date: 07/16/2019
New Firm: LPL Financial
Old Firm: Wells Fargo
Name:
AUM: $60.4M
T12:
Location: Chesterfield, MO
Move Date: 07/14/2019
New Firm: LPL Financial
Old Firm: Waddell & Reed
Name:
AUM: $64.8M
T12:
Location: Tucson, AZ
Move Date: 07/13/2019
New Firm: LPL Financial
Old Firm: U.S. Bancorp Investments
Name:
AUM: $28.5M
T12:
Location: Eau Claire, WI
Move Date: 07/12/2019
New Firm: LPL Financial
Old Firm: U.S. Bancorp Investments
Name:
AUM: $6.4M
T12:
Location: Chippewa Falls, WI
Move Date: 07/11/2019
New Firm: LPL Financial
Old Firm: Triad Advisors
Name:
AUM: $91.8M
T12:
Location: Fulton, MD
Move Date: 07/10/2019
New Firm: LPL Financial
Old Firm: Securities America
Name:
AUM: $33.4M
T12:
Location: Beavercreek, OH
Move Date: 07/09/2019
New Firm: LPL Financial
Old Firm: Securities America
Name:
AUM: $7.7M
T12:
Location: Ridgeland, MS
Move Date: 07/07/2019
New Firm: LPL Financial
Old Firm: Sagepoint
Name:
AUM: $20.9M
T12:
Location: Michigan City, IN
Move Date: 07/06/2019
New Firm: LPL Financial
Old Firm: Sagepoint
Name:
AUM: $32.4M
T12:
Location: Dana Point, CA
Move Date: 07/05/2019
New Firm: LPL Financial
Old Firm: Royal Alliance
Name:
AUM: $17.3M
T12:
Location: Ogden, UT
Move Date: 07/04/2019
New Firm: LPL Financial
Old Firm: RBC
Name:
AUM: $20M
T12:
Location: Omaha, NE
Move Date: 07/03/2019
New Firm: LPL Financial
Old Firm: Raymond James
Name:
AUM: $9.2M
T12:
Location: Herndon, VA
Move Date: 07/01/2019
New Firm: LPL Financial
Old Firm: Raymond James
Name:
AUM: $14.9M
T12:
Location: Joseph, OR
Move Date: 07/31/2019
New Firm: LPL Financial
Old Firm: Northwestern Mutual Investment Services, LLC
Name:
AUM: $23.2M
T12:
Location: Mequon, WI
Move Date: 07/30/2019
New Firm: LPL Financial
Old Firm: Northwestern Mutual Investment Services, LLC
Name:
AUM: $3.5M
T12:
Location: Mt. Pleasant, MI
Move Date: 07/29/2019
New Firm: LPL Financial
Old Firm: Northwestern Mutual Investment Services, LLC
Name:
AUM: $43.8M
T12:
Location: East Lansing, MI
Move Date: 07/28/2019
New Firm: LPL Financial
Old Firm: Morgan Stanley
Name:
AUM: $4.6M
T12:
Location: New Rochelle, NY
Move Date: 07/27/2019
New Firm: LPL Financial
Old Firm: Morgan Stanley
Name:
AUM: $2.4M
T12:
Location: Missoula, MT
Move Date: 07/26/2019
New Firm: LPL Financial
Old Firm: Midwestern Securities Trading Company, LLC
Name:
AUM: $31.6M
T12:
Location: Waterloo, IL
Move Date: 07/25/2019
New Firm: LPL Financial
Old Firm: Mid Atlantic Capital Corporation
Name:
AUM: $28.8M
T12:
Location: Modesto, CA
Move Date: 07/24/2019
New Firm: LPL Financial
Old Firm: Merrill Lynch
Name:
AUM: $55M
T12:
Location: Mansfield, OH
Move Date: 07/23/2019
New Firm: LPL Financial
Old Firm: McNally Financial Services Corporation
Name:
AUM: $7.5M
T12:
Location: Georgetown, TX
Move Date: 07/22/2019
New Firm: LPL Financial
Old Firm: JPMorgan Chase & Co.
Name:
AUM: $42.5M
T12:
Location: Ardsley, NY
Move Date: 07/21/2019
New Firm: LPL Financial
Old Firm: Horace Mann Investors, Inc.
Name:
AUM: $10.1M
T12:
Location: Pawleys Island, SC
Move Date: 07/20/2019
New Firm: LPL Financial
Old Firm: Hilltop Securities
Name:
AUM: $16.8M
T12:
Location: Manchester, NH
Move Date: 07/19/2019
New Firm: LPL Financial
Old Firm: FSC Securities
Name:
AUM: $37.2M
T12:
Location: Vineland, NJ
Move Date: 07/18/2019
New Firm: LPL Financial
Old Firm: FSC Securities
Name:
AUM: $42.1M
T12:
Location: Burnsville, MN
Move Date: 07/17/2019
New Firm: LPL Financial
Old Firm: Farmers Financial Solutions, LLC
Name:
AUM: $3.7M
T12:
Location: Thousand Oaks, CA
Move Date: 07/16/2019
New Firm: LPL Financial
Old Firm: Edward Jones
Name:
AUM: $11.9M
T12:
Location: Kansas City, MO
Move Date: 07/15/2019
New Firm: LPL Financial
Old Firm: Edward Jones
Name:
AUM: $21.1M
T12:
Location: Wheat Ridge, CO
Move Date: 07/14/2019
New Firm: LPL Financial
Old Firm: Edward Jones
Name:
AUM: $36.4M
T12:
Location: Westcliffe, CO
Move Date: 07/13/2019
New Firm: LPL Financial
Old Firm: CFD Investments, Inc.
Name:
AUM: $10.5M
T12:
Location: Marion, IA
Move Date: 07/12/2019
New Firm: LPL Financial
Old Firm: Cetera
Name:
AUM: $45.4M
T12:
Location: Loveland, CO
Move Date: 07/11/2019
New Firm: LPL Financial
Old Firm: Cetera Advisor Networks LLC
Name:
AUM: $91M
T12:
Location: Purchase, NY
Move Date: 07/10/2019
New Firm: LPL Financial
Old Firm: Capitol Securities Management
Name:
AUM: $21.1M
T12:
Location: Warren, NJ
Move Date: 07/09/2019
New Firm: LPL Financial
Old Firm: Cambridge Investment Research
Name:
AUM: $6M
T12:
Location: Kerrville, TX
Move Date: 07/08/2019
New Firm: LPL Financial
Old Firm: Cambridge Investment Research
Name:
AUM: $23.3M
T12:
Location: Morristown, NJ
Move Date: 07/07/2019
New Firm: LPL Financial
Old Firm: Cadaret Grant
Name:
AUM: $32.4M
T12:
Location: Lynchburg, VA
Move Date: 07/06/2019
New Firm: LPL Financial
Old Firm: Avantax Investment Services, Inc.
Name:
AUM: $5.4M
T12:
Location: Sterling Heights, MI
Move Date: 07/05/2019
New Firm: LPL Financial
Old Firm: Arive Capital Markets
Name:
AUM: $15.6M
T12:
Location: Richmond Hill, NY
Move Date: 07/04/2019
New Firm: LPL Financial
Old Firm: Ameritas Investment Corp.
Name:
AUM: $58.4M
T12:
Location: Marion, IA
Move Date: 07/03/2019
New Firm: LPL Financial
Old Firm: Ameritas Investment Corp.
Name:
AUM: $14.4M
T12:
Location: Cedar Rapids, IA
Move Date: 07/02/2019
New Firm: LPL Financial
Old Firm: Ameriprise
Name:
AUM: $22.6M
T12:
Location: Lake Grove, NY
Move Date: 07/01/2019
New Firm: Commonwealth
Old Firm: MML Investors Service
Name: Robert J. Moore, , Justin M. Williamson and Jeffrey R. Steele
AUM: $220M
T12:
Location: Troy, MI
Move Date: 11/07/2019

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.