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.

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

Recruiting Scoreboard (Q4 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

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert D CorcoranHornor, Townsend & Kent, LLCSecurian Financial Services, Inc.$10003-03-2009
Catherine Anne McCartyMarquette Associates, Inc.Securian Financial Services, Inc.05-29-2009
Kenneth John LazarowiczAvantax Investment Services, Inc.Securian Financial Services, Inc.08-18-2009
Charles James Noti IVAPW Capital, Inc.Securian Financial Services, Inc.$2502-02-2010
Charles Richard LocherGWN Securities Inc.Securian Financial Services, Inc.07-26-2011
Joseph Vincent HaneyVanguard Marketing CorporationSecurian Financial Services, Inc.09-06-2011
Henry William Fox JrBlue Bell Private Wealth Management, LLCSecurian Financial Services, Inc.04-02-2012
Jessica Louise LandisJanney Montgomery Scott LLCSecurian Financial Services, Inc.03-07-2016
Jeffrey Dylan MyersCharles Schwab & Co., Inc.Securian Financial Services, Inc.03-23-2016
Mark DruckenmillerVanguard Marketing CorporationSecurian Financial Services, Inc.09-20-2016
Scott G LevyCambridge Investment Research, Inc.Securian Financial Services, Inc.11-02-2016
Elizabeth KwokaCambridge Investment Research, Inc.Securian Financial Services, Inc.01-18-2017
Jennifer Mary BravoEntrust Financial LLCSecurian Financial Services, Inc.08-01-2017
Mark Joseph KatelhonLincoln Financial Securities CorporationSecurian Financial Services, Inc.10-24-2017
Bryan Preston BennerCommonwealth Financial NetworkSecurian Financial Services, Inc.10-27-2017
James Kay NesbittCommonwealth Financial NetworkSecurian Financial Services, Inc.10-27-2017
Bryan Matthew SaylorCommonwealth Financial NetworkSecurian Financial Services, Inc.10-27-2017
David Paul MinarcikCommonwealth Financial NetworkSecurian Financial Services, Inc.$2310-27-2017
Justin Raymond PyleMML Investors Services, LLCSecurian Financial Services, Inc.11-01-2017
Charles Richard KedraPrivate Advisor Group, LLCSecurian Financial Services, Inc.$2501-02-2018
Deborah Rochelle YurchakLPL Financial LLCSecurian Financial Services, Inc.$15008-03-2018
John David RichardsLincoln Financial Securities CorporationSecurian Financial Services, Inc.$5006-19-2019
Justin Andrew McnicholasSantander Securities LLCSecurian Financial Services, Inc.09-19-2019
Jan Graybill Robert Wermuth Matthew Kulp Kevin DonohueCommonwealth Financial NetworkSecurian Financial Services, Inc.$1,00010-01-2019
Jan Leo GraybillCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Next Page »

Showing 1 to 25 of 42 entries

Page 1 | 2

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.