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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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd David HandleyAmeriprise Financial Services, LLCMML Investors Services, LLC$2505-25-2018
Alexander Dale HancockAmeriprise Financial Services, LLCMML Investors Services, LLC05-25-2018
Joseph Marriner NielsonAXA Advisors, LLCMML Investors Services, LLC11-16-2017
John C. ForsgrenCambridge Investment Research, Inc.MML Investors Services, LLC$2501-20-2020
Ryan David TaylorCambridge Investment Research, Inc.MML Investors Services, LLC02-01-2018
Hans Tristan HeathCambridge Investment Research, Inc.MML Investors Services, LLC02-01-2018
Richard H. TannerCambridge Investment Research, Inc.MML Investors Services, LLC07-01-2011
Jaron H. PoulsonCommonwealth Financial NetworkMML Investors Services, LLC08-12-2016
Joshua William MoultonFidelity Brokerage Services LLCMML Investors Services, LLC07-31-2015
Michael Dean DeleeuwHornor, Townsend & Kent, LLCMML Investors Services, LLC04-08-2020
Brandon T. PreeceHornor, Townsend & Kent, LLCMML Investors Services, LLC$2511-28-2018
Micah Wesley PattersonHornor, Townsend & Kent, LLCMML Investors Services, LLC09-07-2017
Robert Charles ThorsenJ.P. Morgan Securities LLCMML Investors Services, LLC02-21-2018
Deborah EngebretsenJ.P. Morgan Securities LLCMML Investors Services, LLC04-30-2015
Shad Matthew EvansKestra Investment Services, LLCMML Investors Services, LLC07-18-2011
Kyle Steven BiglerKMS Financial Services, Inc.MML Investors Services, LLC$5001-04-2016
James Karl DukeLPL Financial LLCMML Investors Services, LLC11-01-2019
John Rodney EnghLPL Financial LLCMML Investors Services, LLC11-01-2019
Brian Glen KastelerLPL Financial LLCMML Investors Services, LLC07-31-2019
Jorge Torres BecerraLPL Financial LLCMML Investors Services, LLC$2507-30-2019
Joseph Lionel TaylorLPL Financial LLCMML Investors Services, LLC07-30-2019
Mike R DonaldsonLPL Financial LLCMML Investors Services, LLC$1007-30-2019
Nathan Jensen WoodwardLPL Financial LLCMML Investors Services, LLC07-30-2019
Patrick S. LatimerLPL Financial LLCMML Investors Services, LLC07-30-2019
Blake Leland HansenLPL Financial LLCMML Investors Services, LLC$106-27-2019
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Showing 1 to 25 of 36 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.