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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

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alicia M. GonnellaSecurities America, Inc.Park Avenue Securities LLC02-06-2017
Brian Campbell EnglishSecurities America, Inc.Park Avenue Securities LLC$1909-06-2016
Bruce S. Aken Jr.Securities America, Inc.Park Avenue Securities LLC04-17-2017
Burton Gloyden Stewart IIISecurities America, Inc.Park Avenue Securities LLC$2511-02-2015
Christopher Justin LawesSecurities America, Inc.Park Avenue Securities LLC06-13-2011
Daniel R. Boudreaux Jr.Securities America, Inc.Park Avenue Securities LLC03-10-2016
Daniel Vaux WilsonSecurities America, Inc.Park Avenue Securities LLC$15002-06-2017
Eric Bernard McGinleySecurities America, Inc.Park Avenue Securities LLC12-26-2018
Ian Oftedahl FloresSecurities America, Inc.Park Avenue Securities LLC12-24-2013
John E. Bell IVSecurities America, Inc.Park Avenue Securities LLC$2508-25-2017
Lester E. HamrickSecurities America, Inc.Park Avenue Securities LLC08-16-2016
Randy Lee SherrickSecurities America, Inc.Park Avenue Securities LLC12-05-2016
Robert Alan LindSecurities America, Inc.Park Avenue Securities LLC01-03-2017
Robert Martin HerrmannSecurities America, Inc.Park Avenue Securities LLC$1007-15-2015
Robin Michael WalshSecurities America, Inc.Park Avenue Securities LLC$10002-06-2017
William Harrison CampbellSecurities America, Inc.Park Avenue Securities LLC01-02-2014
Wilson MunozSecurities America, Inc.Park Avenue Securities LLC02-06-2017

Showing 1 to 17 of 17 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.