A PHP Error was encountered

Severity: Notice

Message: Trying to get property of non-object

Filename: models/simple_app_model.php

Line Number: 1563

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: models/simple_app_model.php

Line Number: 1476

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

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Christopher LauerCambridge Investment Research, Inc.Waddell & Reed11-01-2019
Patrick R. BarryCambridge Investment Research, Inc.Waddell & Reed11-01-2019
Michael Peter SchlegelCambridge Investment Research, Inc.Waddell & Reed$5008-01-2019
Todd Aaron SterlingCambridge Investment Research, Inc.Waddell & Reed02-22-2019
Christopher C. BuckleyCambridge Investment Research, Inc.Waddell & Reed02-15-2019
Jeffrey Allen MillsCambridge Investment Research, Inc.Waddell & Reed$10004-06-2018
Kenneth James Lazzini Jr.Cambridge Investment Research, Inc.Waddell & Reed03-13-2018
Jennifer Marie StangleCambridge Investment Research, Inc.Waddell & Reed$5003-05-2018
Warren Woodrow Church Jr.Cambridge Investment Research, Inc.Waddell & Reed12-08-2017
Jeffrey Curtis BrindleyCambridge Investment Research, Inc.Waddell & Reed10-23-2017
Paul Robert RahnCambridge Investment Research, Inc.Waddell & Reed10-06-2017
Kristina Marie PazCambridge Investment Research, Inc.Waddell & Reed09-22-2017
Patricia Ann MarschnerCambridge Investment Research, Inc.Waddell & Reed09-07-2017
Adam Bashir GovaniCambridge Investment Research, Inc.Waddell & Reed08-14-2017
Elena M. DixonCambridge Investment Research, Inc.Waddell & Reed01-03-2017
Jeffrey Byron MermilliodCambridge Investment Research, Inc.Waddell & Reed01-03-2017
Sean Michael WilliamsCambridge Investment Research, Inc.Waddell & Reed$1007-22-2016
Broderic Charles SchoenCambridge Investment Research, Inc.Waddell & Reed07-01-2016
Daniel Christopher McCalpinCambridge Investment Research, Inc.Waddell & Reed03-10-2016
Andrew Joseph SelbergCambridge Investment Research, Inc.Waddell & Reed07-22-2015
Richard BeckeyCambridge Investment Research, Inc.Waddell & Reed09-16-2014
Jerry Hugh CrockettCambridge Investment Research, Inc.Waddell & Reed07-18-2014
Matthew Jon VickersCambridge Investment Research, Inc.Waddell & Reed$10006-02-2014
Bruce Edward BosCambridge Investment Research, Inc.Waddell & Reed09-16-2013
John Evan GrizCambridge Investment Research, Inc.Waddell & Reed$2503-01-2013
Next Page »

Showing 1 to 25 of 29 entries

Page 1 | 2

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.