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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

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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
Craig Dayton CouchCambridge Investment Research, Inc.Citizens Securities, Inc.05-15-2020
Peter HillCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-05-2020
Michael D EbertCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC04-23-2020
Andrew James BurgessCambridge Investment Research, Inc.MML Investors Services, LLC04-14-2020
Robert James OhanlonCambridge Investment Research, Inc.Nationwide Securities, LLC04-02-2020
William Timothy BourneCambridge Investment Research, Inc.Colorado Financial Service Corporation04-02-2020
Charles Henry Russell IVCambridge Investment Research, Inc.Colorado Financial Service Corporation04-02-2020
Kari Jeanne ClarkCambridge Investment Research, Inc.United Planners' Financial Services of America A Limited Partner03-30-2020
Jack Christian HoltCambridge Investment Research, Inc.Securities America, Inc.03-27-2020
Brian Lee FullerCambridge Investment Research, Inc.AXA Advisors, LLC03-18-2020
Nickolas Magora Jr.Cambridge Investment Research, Inc.TCP Asset Management, LLC03-16-2020
Ammon J DomanCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC03-16-2020
Angela GordonCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC03-02-2020
Brenda Louis BridgesCambridge Investment Research, Inc.Equity Services, Inc.03-02-2020
Thomas Evan GreenCambridge Investment Research, Inc.Edward Jones03-02-2020
Dominick C SennaCambridge Investment Research, Inc.Securities America, Inc.02-28-2020
James Adam MaxwellCambridge Investment Research, Inc.Royal Alliance Associates, Inc.02-28-2020
Victor CalatravaCambridge Investment Research, Inc.John Hancock Distributors LLC02-25-2020
Peter James MorrisCambridge Investment Research, Inc.Park Avenue Securities LLC02-21-2020
Joshua David KoetjeCambridge Investment Research, Inc.Voya Financial Advisors, Inc.02-18-2020
Ryan P. BouchardCambridge Investment Research, Inc.The Investment Center, Inc.02-13-2020
Zachry Barrett MarshallCambridge Investment Research, Inc.First Command Financial Planning, Inc.02-07-2020
Courtney Nicole MoxleyCambridge Investment Research, Inc.Benjamin F. Edwards & Company, Inc.02-06-2020
John Edward HarrisCambridge Investment Research, Inc.Raymond James & Associates, Inc.02-03-2020
Dustin Joseph SmithCambridge Investment Research, Inc.Securities America, Inc.02-03-2020
Next Page »

Showing 1 to 25 of 2,771 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.