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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

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Joseph RuckerLPL Financial LLCWells Fargo Advisors Financial Network, LLC06-17-2019
Susan Ann LombardoLPL Financial LLCWells Fargo Advisors Financial Network, LLC06-17-2019
Waltraud GrandeSummit Brokerage Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-14-2019
John Joseph Grande Jr.Summit Brokerage Services, Inc.Wells Fargo Advisors Financial Network, LLC$15006-14-2019
John Scott GrandeSummit Brokerage Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-14-2019
Karen Sue FeolaSummit Brokerage Services, Inc.Wells Fargo Advisors Financial Network, LLC06-14-2019
Benjamin Fowler GurleyHeartwood Wealth Advisors, LLCWells Fargo Advisors Financial Network, LLC06-07-2019
Wesley Brent KaufmanHeartwood Wealth Advisors, LLCWells Fargo Advisors Financial Network, LLC06-06-2019
Stephen Timothy ClarkeHeartwood Wealth Advisors, LLCWells Fargo Advisors Financial Network, LLC06-06-2019
Edwin Sidney Martin IIIHeartwood Wealth Advisors, LLCWells Fargo Advisors Financial Network, LLC06-06-2019
Anita Keyser BostPurshe Kaplan Sterling InvestmentsWells Fargo Advisors Financial Network, LLC$5006-04-2019
Howard William VariLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5005-31-2019
Eric R CortezSecurities America, Inc.Wells Fargo Advisors Financial Network, LLC$5005-31-2019
Terence Michael PasketJ.P. Morgan Securities LLCWells Fargo Advisors Financial Network, LLC$5005-21-2019
Michael JorgensonCitigroup Global Markets Inc.Wells Fargo Advisors Financial Network, LLC05-20-2019
Christine Marie AllarLPL Financial LLCWells Fargo Advisors Financial Network, LLC05-14-2019
Steven Elliot SchwartzMorgan StanleyWells Fargo Advisors Financial Network, LLC$5005-09-2019
Steven A. SackelMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC$5005-02-2019
Ricky Peter StarkCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$10004-30-2019
James Harold StarkCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$10004-30-2019
Elizabeth E CracchioloCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$5004-30-2019
Jason Dean GoldsmithThe Huntington Investment CompanyWells Fargo Advisors Financial Network, LLC04-22-2019
Charles John GouldGould Capital, LLCWells Fargo Advisors Financial Network, LLC$5004-22-2019
Perry Alan McClainCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$6004-17-2019
James Leroy ShockmanCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC04-17-2019
Next Page »

Showing 1 to 25 of 128 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.