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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan A FlickCommonwealth Financial NetworkMetLife Securities Inc.08-12-2016
Brendan SpeersCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Brian Andrew HillCommonwealth Financial NetworkHouseholder Group Estate & Retirement Specialists$2508-07-2020
Brian FisherCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$11305-18-2018
Brian Scott FisherCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5005-18-2018
Bryan J McNamaraCommonwealth Financial NetworkVALIC Financial Advisors, Inc.05-06-2019
Bryan Matthew SaylorCommonwealth Financial NetworkSecurian Financial Services, Inc.10-27-2017
Bryan Preston BennerCommonwealth Financial NetworkSecurian Financial Services, Inc.10-27-2017
Casey Louise ReardonCommonwealth Financial NetworkGirard Investment Services, LLC10-01-2014
Charles Joseph McKelveyCommonwealth Financial NetworkCadaret, Grant & Co., Inc.09-18-2017
Charles Ronald EvansCommonwealth Financial NetworkCetera Advisor Networks LLC$5011-06-2009
Christine M ScottCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Curtis AikenCommonwealth Financial NetworkMetLife Securities Inc.$2508-12-2016
Daniel P GannonCommonwealth Financial NetworkMorgan Stanley$5001-15-2010
Danine Ann MuellerCommonwealth Financial NetworkSims Financial Services, LLC10-01-2014
David Paul MinarcikCommonwealth Financial NetworkSecurian Financial Services, Inc.$2310-27-2017
David Samuel CoultCommonwealth Financial NetworkHornor, Townsend & Kent, LLC$2510-04-2011
Deborah Ann DavisCommonwealth Financial NetworkSII Investments, Inc.$5008-15-2016
Donald Lee AlbackerCommonwealth Financial NetworkInvestment Advisors Asset Management, LLC$2511-06-2009
Donald Zwally HaverstickCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC05-18-2018
Edith Grant MeyerCommonwealth Financial NetworkHouseholder Group Estate & Retirement Specialists08-07-2020
Edward Charles SchoebCommonwealth Financial NetworkHouseholder Group Estate & Retirement Specialists08-07-2020
Edward Latta CampbellCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Ernest Lundell SimsCommonwealth Financial NetworkGirard Investment Services, LLC10-01-2014
Garrett Christopher HynsonCommonwealth Financial NetworkEquitable Advisors, LLC06-12-2020
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Showing 1 to 25 of 89 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.