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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert John Badger JrCambridge Investment Research, Inc.Mutual Service Corporation08-25-2009
Bradley Brian SterkCambridge Investment Research, Inc.New England Securities$2510-01-2009
Jason Frederic VosCambridge Investment Research, Inc.Waddell & Reed05-19-2010
Damon Darrell WalkerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.08-02-2010
Thomas William CirksCambridge Investment Research, Inc.New England Securities$5009-01-2010
Natalie Ann PaveyCambridge Investment Research, Inc.New England Securities09-01-2010
David Michael NelsonCambridge Investment Research, Inc.LPL Financial LLC$15003-01-2011
Eugene Louis KruegerCambridge Investment Research, Inc.LPL Financial LLC$13803-01-2011
Bradley Alan FritzCambridge Investment Research, Inc.LPL Financial LLC$5003-01-2011
Anthony Heinz LuneckasCambridge Investment Research, Inc.Voya Financial Advisors, Inc.11-18-2011
Michelle Marie PrybilCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2511-18-2011
Todd Mitchell CarlsonCambridge Investment Research, Inc.Securities America, Inc.$1003-17-2014
Cory James WatsonCambridge Investment Research, Inc.LPL Financial LLC$6704-01-2014
Hal Philip MasoverCambridge Investment Research, Inc.Financial West Group$807-08-2015
Joan Bradley MasoverCambridge Investment Research, Inc.Financial West Group$5007-08-2015
Douglas Wayne WierCambridge Investment Research, Inc.Plan2Thrive Financial Services10-01-2015
Matthew Alan RueterCambridge Investment Research, Inc.LPL Financial LLC$1510-01-2015
Todd Jonathan HarrisCambridge Investment Research, Inc.LPL Financial LLC10-01-2015
John Wheatley HarringtonCambridge Investment Research, Inc.LPL Financial LLC10-01-2015
Robert Michael ShawCambridge Investment Research, Inc.Principal Securities, Inc.$2511-17-2015
Nicole Marie HinmanCambridge Investment Research, Inc.Quad City Investment Center02-09-2016
Mark James EllingsonCambridge Investment Research, Inc.VSR Financial Services, Inc.08-01-2016
Tyler Jon KlynCambridge Investment Research, Inc.VSR Financial Services, Inc.08-01-2016
Glen Cameron HenryCambridge Investment Research, Inc.American Financial Management Ltd04-03-2017
Scott Leslie JohnsonCambridge Investment Research, Inc.D.H. Hill Securities, LLLP08-01-2017
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Showing 1 to 25 of 72 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.