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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
N/AN/A12-31-1969
Don C Garman Jason Pfannenstiel Carol Wikle Dan Murray AudreyN/AN/A12-31-1969
N/AN/A12-31-1969
Eugene Francis McmanusAP Wealth Management(DBA) McManus & Sinclair Wealth Management, LLC04-26-2011
Stephen Edward RischallNavalign, LLC1080 Financial Group07-16-2018
Matt Joseph StadelmanNavalign, LLC1080 Financial Group07-16-2018
Jack Parker ScottSapere Wealth Management, LLC1080 GLOBAL, LLC10-27-2014
Michael Louis MastersonMasterson Investment Counsel1919 Investment Counsel, LLC04-02-2020
Michael Anderson CoombeRobert W. Baird & Co. Incorporated1919 Investment Counsel, LLC$10012-30-2011
Douglas Carl NardiCerity Partners LLC1919 Investment Counsel, LLC04-28-2010
Charles Meyer Elizabeth ThomasPlancorp1926 Investment Advisors$12002-24-2015
Charles Frederick Meyer SrPlancorp, LLC1926 INVESTMENT ADVISORS02-24-2015
Willis Smith IIM Holdings Securities, Inc.1st Bridgehouse Securities, LLC04-08-2013
Kurt Rezaee HarrisonSunStreet Securities, LLC1st Discount Brokerage, Inc.02-11-2016
Desiree Elaine BatisteNext Financial Group, Inc.1st Discount Brokerage, Inc.09-01-2015
Peter Douglas MonsonVan Clemens & Co. Incorporated1st Discount Brokerage, Inc.$5002-25-2014
Jonathan Maurice MaplesNorthwestern Mutual Investment Services, LLC1st Discount Brokerage, Inc.$1010-22-2012
Deborah Kay JohnsonNations Financial Group, Inc.1st Discount Brokerage, Inc.$5010-18-2012
Joe Francisco Solsona IIISunmark Capital Management, LLC1st Discount Brokerage, Inc.02-25-2011
Kenneth Cassius ButterfieldSummit Brokerage Services, Inc.1st Discount Brokerage, Inc.02-03-2010
Thomas James SchererColeman Scherer Investments, Inc.1st Discount Brokerage, Inc.02-23-2009
Colin Flinn GormanEGP Wealth Management, LLC1st Global Advisors Inc10-16-2018
John Reid GreenEGP Wealth Management, LLC1st Global Advisors Inc10-16-2018
Lindsey L BakerEGP Wealth Management, LLC1st Global Advisors Inc10-16-2018
Erik George FordCambridge Investment Research, Inc.1st Global Advisors Inc$5010-01-2018
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Showing 1 to 25 of 107,627 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.