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)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Paul DAnniballe1858 Wealth Management, LLCWells Fargo Advisors Financial Network, LLC01-03-2020
Sean Michael Houston1858 Wealth Management, LLCWells Fargo Advisors Financial Network, LLC01-03-2020
Brian Jacob AberleAberle Investment Management LLCWells Fargo Advisors Financial Network, LLC02-23-2017
Glenn F WayAdvisory Services NetworkWells Fargo Advisors Financial Network, LLC02-08-2019
Nicholas Vincent Ventura JrAmerican Portfolios Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15003-30-2010
Gary Len WellsAmerican Wealth Management, Inc.Wells Fargo Advisors Financial Network, LLC03-04-2020
Kurt A GrimmerAmerican Wealth Management, Inc.Wells Fargo Advisors Financial Network, LLC02-20-2020
Christopher David GuzmanAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC08-19-2020
Bradley Taylor MillerAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC04-20-2020
Ashley Z GagnerAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC03-11-2020
Bruce Dantzler HiggisonAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$10001-31-2020
Barry George Krisko JrAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$5001-13-2020
John Allan RodgersAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC11-29-2019
Cathie Ann JoughinAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$4911-29-2019
Lance MackallAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC11-29-2019
Ricardo YanezAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$2511-29-2019
Cindy Speigner CornetteAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$5010-31-2019
J Grant GourleyAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$5009-30-2019
Jacob Tyler LarrisonAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC07-18-2019
Brian Daniel HaehlAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC10-12-2018
Calvin Dean HepperAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC08-24-2018
Patrick William DailyAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC08-17-2018
Roger Deveney DaelAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC01-17-2018
Patrick Anthony GarciaAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$1012-01-2017
Eli Todd RebichAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$15010-23-2017
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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.