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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 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
Angela Marie O'NeillAPW Capital, Inc.Ensemble Financial Services, Inc.06-22-2011
Angelo Julius PicconeIBN Financial Services, Inc.Ensemble Financial Services, Inc.$2504-19-2011
Arthur Jay MeiznerMid Atlantic Capital CorporationEnsemble Financial Services, Inc.$15007-01-2011
Bentley Gerald HutchingsCommonwealth Financial NetworkEnsemble Financial Services, Inc.04-25-2011
Brendan T JefferyCambridge Investment Research, Inc.Ensemble Financial Services, Inc.05-31-2011
Charmaine Valois KaesCambridge Investment Research, Inc.Ensemble Financial Services, Inc.07-18-2011
David Gary YoungINVEST Financial CorporationEnsemble Financial Services, Inc.$5006-23-2011
Dawn K KleinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEnsemble Financial Services, Inc.11-23-2009
Dean Matthew HutchinsonLPL Financial LLCEnsemble Financial Services, Inc.05-27-2014
Elizabeth Jenny HakielLPL Financial LLCEnsemble Financial Services, Inc.05-28-2014
Evelyn G SuppoAmeriprise Financial Services, LLCEnsemble Financial Services, Inc.11-20-2009
Francis Michael Celona1st Global Capital Corp.Ensemble Financial Services, Inc.06-20-2012
Gary George CastineCambridge Investment Research, Inc.Ensemble Financial Services, Inc.05-31-2011
Gregg David LayerCommonwealth Financial NetworkEnsemble Financial Services, Inc.$5004-25-2011
Gregory A HerbisonMorgan StanleyEnsemble Financial Services, Inc.08-21-2013
H. Robert BradleyWall Street Financial Group, Inc.Ensemble Financial Services, Inc.07-29-2011
James M SperryLPL Financial LLCEnsemble Financial Services, Inc.05-27-2014
James Patrick NorrisCambridge Investment Research, Inc.Ensemble Financial Services, Inc.$5007-11-2011
Jeffrey Eugene FarkasCetera Advisors LLCEnsemble Financial Services, Inc.03-28-2011
Jeffrey George MuchardINVEST Financial CorporationEnsemble Financial Services, Inc.06-23-2011
John William GruberLPL Financial LLCEnsemble Financial Services, Inc.05-05-2011
Joshua Thomas DejohnCambridge Investment Research, Inc.Ensemble Financial Services, Inc.05-31-2011
Kathleen Marie RothCambridge Investment Research, Inc.Ensemble Financial Services, Inc.05-31-2011
Kenneth James SharesCambridge Investment Research, Inc.Ensemble Financial Services, Inc.$1006-01-2011
Kevin Andrew BardolINVEST Financial CorporationEnsemble Financial Services, Inc.06-23-2011
Next Page »

Showing 1 to 25 of 55 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.