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
Joy Soon OhAdvicePeriod, LLCCetera Advisor Networks LLC08-17-2017
Michael Kevin DavisAdviPartner, LLCCetera Advisor Networks LLC05-04-2017
Daniel Roger JandroAdvisorNet Wealth ManagementCetera Advisor Networks LLC09-11-2020
Peter Joe WiedewitschAdvisorNet Wealth ManagementCetera Advisor Networks LLC09-01-2020
Sharon Louise CaseAdvisory Alpha, LLCCetera Advisor Networks LLC01-27-2015
Peter Patrick CahillAdvisory Group Equity Services Ltd.Cetera Advisor Networks LLC$10006-01-2012
Clarence Ronald Patton JrAlexander Capital, L.P.Cetera Advisor Networks LLC02-18-2020
Sheila B BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC12-04-2018
Charles Oliver Pickett JrAllstate Financial Services, LLCCetera Advisor Networks LLC$1005-24-2018
Lance Lynn AltheideAmerican Independent Securities Group, LLCCetera Advisor Networks LLC11-03-2016
Daniel B ChancellorAmerican Portfolios Financial Services, Inc.Cetera Advisor Networks LLC12-16-2019
Daniel Peter LarsenAmerican Portfolios Financial Services, Inc.Cetera Advisor Networks LLC11-07-2018
Paul B SavonaAmeriprise Financial Services, LLCCetera Advisor Networks LLC10-02-2020
Robert Walker HeagneyAmeriprise Financial Services, LLCCetera Advisor Networks LLC10-02-2020
David Alan KingAmeriprise Financial Services, LLCCetera Advisor Networks LLC08-21-2020
Meenakshi SharmaAmeriprise Financial Services, LLCCetera Advisor Networks LLC01-22-2020
Norman Arnold RobbinsAmeriprise Financial Services, LLCCetera Advisor Networks LLC$15001-03-2020
Michael Hal RobbinsAmeriprise Financial Services, LLCCetera Advisor Networks LLC$10001-03-2020
John Henry StearnsAmeriprise Financial Services, LLCCetera Advisor Networks LLC$5012-04-2019
Mark Ernest LaflammeAmeriprise Financial Services, LLCCetera Advisor Networks LLC$10012-07-2017
David Stanley LawrenceAmeriprise Financial Services, LLCCetera Advisor Networks LLC$2508-25-2017
Robert John Blackwell SrAmeriprise Financial Services, LLCCetera Advisor Networks LLC$2506-30-2016
Michael James KeeverAmeriprise Financial Services, LLCCetera Advisor Networks LLC02-14-2014
James Gervase KalieAmeriprise Financial Services, LLCCetera Advisor Networks LLC09-03-2013
John Edward BakerAmeriprise Financial Services, LLCCetera Advisor Networks LLC04-25-2013
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Showing 1 to 25 of 660 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.