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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron BitranCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Adelbert Francis DuffyCUSO Financial Services, L.P.UBS Financial Services Inc.03-23-2009
Adrian Albert HedwigCUSO Financial Services, L.P.LPL Financial LLC01-26-2015
Aimee Christine MardenCUSO Financial Services, L.P.Equitable Advisors, LLC01-04-2016
Albert Barry BurnsCUSO Financial Services, L.P.BB&T Securities, LLC04-01-2019
Albert D HaskinsCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC06-29-2011
Alex Antonio BacayCUSO Financial Services, L.P.MetLife Securities Inc.12-01-2009
Alex Mark KirrinCUSO Financial Services, L.P.LPL Financial LLC10-03-2016
Alexandra Lauren SwansonCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC$15010-13-2014
Alfonzo Credit IICUSO Financial Services, L.P.The Huntington Investment Company$15010-06-2020
Alfredo K VazquezCUSO Financial Services, L.P.BBVA Securities Inc.10-03-2017
Ali HalilovicCUSO Financial Services, L.P.INVEST Financial Corporation02-14-2012
Aman Ullah AwanCUSO Financial Services, L.P.Fifth Third Securities, Inc.02-04-2014
Amanda S Van SchaikCUSO Financial Services, L.P.VALIC Financial Advisors, Inc.04-29-2019
Anatoly VildermanCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-12-2016
Andrew Joseph MillerCUSO Financial Services, L.P.Thrivent Investment Management Inc.02-24-2014
Andrew L MartinCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-10-2014
Andrew Lewyn SniderCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-07-2011
Andrew Michael LawrenceCUSO Financial Services, L.P.Raymond James Financial Services, Inc.10-31-2017
Andrew Patrick CampbellCUSO Financial Services, L.P.Private Advisor Group, LLC05-08-2019
Andrew Seth BordersCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC04-01-2013
Andrew Vito ManiaciCUSO Financial Services, L.P.Sigma Financial Corporation10-16-2013
Anil K MadhyanamCUSO Financial Services, L.P.LPL Financial LLC08-26-2019
Benjamin James BirdCUSO Financial Services, L.P.Key Investment Services LLC01-02-2019
Benjamin Preston Ivey JrCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-16-2009
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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.