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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
Michael Jesse BlackAtaraxis Financial, LLCWaddell & Reed03-09-2020
Nicholas Wilken ClarkLPL Financial LLCWaddell & Reed10-16-2019
Peggy Jean BuehlerPruco Securities, LLC.Waddell & Reed07-29-2019
Jill Marie MinettePruco Securities, LLC.Waddell & Reed07-22-2019
Cory Michael WerlingerThrivent Investment Management Inc.Waddell & Reed05-30-2019
Cole M. GauldinCommonwealth Financial NetworkWaddell & Reed11-05-2018
Steven Victor KajalaPruco Securities, LLC.Waddell & Reed08-14-2018
Jeffrey Dean CanakesU.S. Bancorp Investments, Inc.Waddell & Reed08-06-2018
Patrick Joseph WalshAmeriprise Financial Services, LLCWaddell & Reed02-22-2018
Scott Allen BoschWoodbury Financial Services, Inc.Waddell & Reed01-25-2018
Kevin Dale EngebretsonAXA Advisors, LLCWaddell & Reed01-08-2018
Adam Christopher GranthamTIAA-CREF Individual & Institutional Services, LLCWaddell & Reed10-11-2017
John Michael ComerRaymond James Financial Services, Inc.Waddell & Reed08-17-2017
Terrence Michael HassanallyCommonwealth Financial NetworkWaddell & Reed08-03-2017
Wilfred WongThrivent Investment Management Inc.Waddell & Reed06-19-2017
Ashton G. PankoninFocus FinancialWaddell & Reed05-01-2017
Lucas James KundeLPL Financial LLCWaddell & Reed03-14-2017
Joseph A. GeorgesCapital Financial Services, Inc.Waddell & Reed01-10-2017
Rodney Lee PriebeLPL Financial LLCWaddell & Reed10-24-2016
Christina Marie MadsonLPL Financial LLCWaddell & Reed10-24-2016
Jason Michael PriebeLPL Financial LLCWaddell & Reed10-24-2016
Brett Robert KahnertMetLife Securities Inc.Waddell & Reed10-12-2016
George William LeistikowAdvanced Advisor Group, LLCWaddell & Reed09-07-2016
Andrew Joseph KiefferCetera Investment Services LLCWaddell & Reed04-14-2016
Michael Jon PollockAmeriprise Financial Services, LLCWaddell & Reed02-29-2016
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Showing 1 to 25 of 49 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.