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

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Randy James MorseCreative PlanningStrategic Advisers LLC08-06-2018
Brandon Jamar CutlerTriad Advisors LLCStrategic Advisers LLC05-21-2018
Kevin Neal JonesCreative PlanningStrategic Advisers LLC10-19-2015
Arnold Raymond KimanCreative PlanningStrategic Advisers LLC08-25-2014
Henry Peter ConlonCreative PlanningStrategic Advisers LLC08-04-2014
Carlos J F LopezCreative PlanningStrategic Advisers LLC07-24-2014
Rollan Errol DizonCreative PlanningStrategic Advisers LLC07-11-2014
Ryan O FolsterCreative PlanningStrategic Advisers LLC07-11-2014
Carolyn Ann FragerCreative PlanningStrategic Advisers LLC07-07-2014
John J KangCreative PlanningStrategic Advisers LLC03-12-2014
Jeffrey M JudayCreative PlanningStrategic Advisers LLC02-24-2014
Sean Paul GranereCreative PlanningStrategic Advisers LLC01-23-2014
Tamara LowenbergCreative PlanningStrategic Advisers LLC09-16-2013
Conner Thomas SivewrightCreative PlanningStrategic Advisers LLC07-23-2013
Christopher P KelliherCreative PlanningStrategic Advisers LLC07-15-2013
Andrew Keith ShearerCreative PlanningStrategic Advisers LLC10-22-2012
Kenneth A Steeves JrCreative PlanningStrategic Advisers LLC03-27-2012
Christopher Bonner NorthCreative PlanningStrategic Advisers LLC$15002-24-2012
Joseph Michael LussierCreative PlanningStrategic Advisers LLC$20002-21-2012
Joseph Sebastian FazekasCreative PlanningStrategic Advisers LLC02-21-2012
Kaylynn Delaney WattsCreative PlanningStrategic Advisers LLC02-10-2012
Brett Thomas BroylesCreative PlanningStrategic Advisers LLC12-21-2011

Showing 1 to 22 of 22 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.