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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sheila B BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC12-04-2018
Daniel Peter LarsenAmerican Portfolios Financial Services, Inc.Cetera Advisor Networks LLC11-07-2018
Justin Carter PritchardApproach Financial PlanningCetera Advisor Networks LLC12-14-2018
Mackenzie Stephen ZajecAvantax Investment Services, Inc.Cetera Advisor Networks LLC03-18-2019
Brady Jake FullerB.O.S.S. Retirement Advisors, LLCCetera Advisor Networks LLC03-20-2019
Emily Dawn BuehlerBMO Harris Financial Advisors, Inc.Cetera Advisor Networks LLC02-05-2019
Michael Stanley McCauley JrCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5002-04-2019
David William JonesCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5010-31-2018
William John KnightCambridge Investment Research, Inc.Cetera Advisor Networks LLC08-31-2018
Scott Hamilton BrineyCapital Advice, LLCCetera Advisor Networks LLC$5003-25-2019
Timothy Bryan MenezCapital Management Advisor Group, LLCCetera Advisor Networks LLC08-14-2019
John Andrew Patterson JrCarroll Financial Associates IncCetera Advisor Networks LLC10-26-2018
Gregory Charles LavelleClient One Securities LLCCetera Advisor Networks LLC02-20-2019
Iris M ConnerCommonwealth Financial NetworkCetera Advisor Networks LLC01-03-2019
Dennis John BeaulieuCUNA Brokerage Services, Inc.Cetera Advisor Networks LLC05-03-2019
Heath David SlainCUSO Financial Services, L.P.Cetera Advisor Networks LLC11-26-2018
Bonnie Kay BaileyCWM, LLCCetera Advisor Networks LLC12-11-2018
Joseph Paul TauerEdward JonesCetera Advisor Networks LLC11-30-2018
Terry Todd ThillEvidence Advisors Investment ManagementCetera Advisor Networks LLC12-04-2018
Aaron Val NeuenswanderFidelity Brokerage Services LLCCetera Advisor Networks LLC07-10-2019
David Allen HammFortune Financial Services, Inc.Cetera Advisor Networks LLC06-06-2019
James Oxley HerlockerFortune Financial Services, Inc.Cetera Advisor Networks LLC01-02-2019
Patrick Joseph MoriartyFoundations Investment Advisors LLCCetera Advisor Networks LLC05-16-2019
Christopher Daniel ThomasGoldman Sachs Personal Financial ManagementCetera Advisor Networks LLC04-03-2019
Robert Allen YuGoldman Sachs Personal Financial ManagementCetera Advisor Networks LLC04-02-2019
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Showing 1 to 25 of 139 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.