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
Brian ThomasKestra Investment Services, LLCCambridge Investment Research, Inc.01-30-2020
Susan Moore Chris StallingsKestra Investment Services, LLCLPL Financial LLC$18108-17-2019
Troy Flinn Mary Margaret KastelbergKestra Investment Services, LLCCambridge Investment Research, Inc.$23008-01-2019
Frances Gardner Andrew Gardner Patrick WallaceKestra Investment Services, LLCHornor, Townsend & Kent, LLC$23502-13-2019
Sharla Roundtree Ronald BlairKestra Investment Services, LLCRoyal Alliance Associates, Inc.$11809-17-2018
Eric G Moore Michael Blake Allison HudsonKestra Investment Services, LLCLPL Financial LLC$14207-12-2018
Taylor Ranker Sonya RankerKestra Investment Services, LLCRoyal Alliance Associates, Inc.$42004-23-2018
Kitt Griffin Steven LivitzKestra Investment Services, LLCSII Investments, Inc.$12004-09-2018
Michelle BenderKestra Investment Services, LLCINVEST Financial Corporation$24503-15-2018
Steve CrawfordKestra Investment Services, LLCLPL Financial LLC$27003-07-2018
Steve CrawfordKestra Investment Services, LLCLPL Financial LLC$27003-07-2018
Pamela Davis Chris DavisKestra Investment Services, LLCSII Investments, Inc.$11002-27-2018
Carmen Cercone Kyle Richardson Thomas Lundgaard Tyler Brilinski James BruceKestra Investment Services, LLCSII Investments, Inc.$70011-15-2016
Leo GotleibKestra Investment Services, LLCLPL Financial LLC$25010-13-2016
Wesley Lentz Clinton VanLinder Robert Amberg Robert CampbellKestra Investment Services, LLCTransamerica Financial Advisors, Inc$1,00007-29-2016
Jason DudumKestra Investment Services, LLCSignator Investors, Inc.$14001-17-2016
Jim Ronn Don Phillips Bobby PhillipsKestra Investment Services, LLCLPL Financial LLC$15806-01-2015
Robert Rinvelt Roger DavidKestra Investment Services, LLCFSC Securities Corporation$18305-01-2015
Joe Vartanian Sherwood GreerKestra Investment Services, LLCINVEST Financial Corporation$32502-15-2015
Terry Sawchuk Bill LangensteinKestra Investment Services, LLCSII Investments, Inc.$15508-18-2014
Paul AuslanderKestra Investment Services, LLCFoothill Securities, Inc.$7002-24-2014
Markus ByrdKestra Investment Services, LLCAmeriprise Financial Services, LLC$5002-20-2014
Howard D Richards Jim GoodlandKestra Investment Services, LLCCambridge Investment Research, Inc.$17501-03-2014
Thomas Besselman Matt Heinz Todd GuerinKestra Investment Services, LLCVSR Financial Services, Inc.$10001-09-2013
Kurt WiegertKestra Investment Services, LLCFounders Financial Alliance, LLC$6003-04-2014
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Showing 1 to 25 of 608 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.