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.

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Recruiting Scoreboard (Q4 2020)

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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
Kenneth Charles ZehnderA B L E Wealth Management Solutions LLCWaddell & Reed03-28-2019
George William LeistikowAdvanced Advisor Group, LLCWaddell & Reed09-07-2016
Colin Jay OverwegAdvize Wealth ManagementWaddell & Reed06-11-2018
Richard Vincent LaSalaAegis Capital Corp.Waddell & Reed$15007-23-2018
Michael Charles BerryAllstate Financial Services, LLCWaddell & Reed10-05-2018
Eric John ClaspillAllstate Financial Services, LLCWaddell & Reed06-12-2017
Brian William CaseyAllstate Financial Services, LLCWaddell & Reed03-03-2017
William Paul EdingtonAllstate Financial Services, LLCWaddell & Reed02-07-2014
Jason Gregory EricksonAllstate Financial Services, LLCWaddell & Reed08-16-2013
Charles Groome PowellAllstate Financial Services, LLCWaddell & Reed05-08-2013
Christopher John KinskyAllstate Financial Services, LLCWaddell & Reed$5003-11-2013
Charles Eugene DavisAllstate Financial Services, LLCWaddell & Reed11-16-2010
Matthew Malcolm BanksAllstate Financial Services, LLCWaddell & Reed$1404-05-2010
Shannon Tek Ki CheahAlpaca Securities LLCWaddell & Reed08-17-2020
Justin Dale YoungAlpha Wealth Management, LLCWaddell & Reed11-21-2016
Akram Anouar TadlaouiAlpha Wealth Management, LLCWaddell & Reed11-06-2014
Richard Thomas CollinsAmerican Portfolios Financial Services, Inc.Waddell & Reed08-31-2017
Paula Marie RogalaAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Joseph John SpinelliAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Torrey James GiancursioAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Charolette Lynn McKinneyAmerican Portfolios Financial Services, Inc.Waddell & Reed03-01-2011
William Schuyler Post IIIAmerican Portfolios Financial Services, Inc.Waddell & Reed$5001-10-2011
Mike Schaefer Michael Berges Dustin McWhirter Darien Fritts Steven LundeenAmeriprise Financial Services, LLCWaddell & Reed$15302-20-2015
Rudy AnguianoAmeriprise Financial Services, LLCWaddell & Reed09-24-2020
Andrew Michael AgreeAmeriprise Financial Services, LLCWaddell & Reed$2305-29-2020
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Showing 1 to 25 of 876 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.