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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dimitris P MagemeneasKingsview Wealth Management, LLCEdward Jones$2504-20-2017
Zane C ChristianKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC01-15-2018
Joshua Hunter CoupeKingsview Wealth Management, LLCEdward Jones$2506-21-2018
Eric Shawn SmithKingsview Wealth Management, LLCEdward Jones07-12-2018
Joseph V SotoKingsview Wealth Management, LLCSunTrust Investment Services, Inc.08-03-2018
Amy Lyn GreinerKingsview Wealth Management, LLCEdward Jones$2509-13-2018
Chad Alexander SwansonKingsview Wealth Management, LLCSkyOak Wealth Management, Inc.11-01-2018
Trenton Porter LayKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC11-29-2018
Jonathan Ian MillmanKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC$10001-17-2019
Ian Andrew MillmanKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC$10001-17-2019
Mario Andrea VenerosoKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC01-17-2019
James Pinckney Kellett IvKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC06-13-2019
Robert Lewallen Porter JrKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC06-13-2019
Joshua Adam KammererKingsview Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-09-2020
Phillip P WilliamsKingsview Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-09-2020
David Alan McLeanKingsview Wealth Management, LLCWells Fargo Clearing Services, LLC08-20-2020

Showing 1 to 16 of 16 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.