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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

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karen Louise KalmanMML Investors Services, LLCLPL Financial LLC$5011-04-2019
Jenna Rose NuzzoMML Investors Services, LLCLPL Financial LLC08-13-2019
Rachel Ann CallahanMML Investors Services, LLCLPL Financial LLC05-01-2019
Amie Lauren RoachMML Investors Services, LLCLPL Financial LLC$5003-08-2019
Heather Marie AeschlimanMML Investors Services, LLCLPL Financial LLC02-06-2019
Shannon McGlocklinMML Investors Services, LLCLPL Financial LLC09-07-2018
Shaun Michael FischerMML Investors Services, LLCLPL Financial LLC05-03-2018
Michael Burl Everritt IIMML Investors Services, LLCLPL Financial LLC09-21-2017
Mark Joseph ManginelliMML Investors Services, LLCLPL Financial LLC05-18-2017
Anthony Michael EatonMML Investors Services, LLCLPL Financial LLC02-14-2017
Mark Frederick McKeelMML Investors Services, LLCLPL Financial LLC09-22-2016
John Douglas MillerMML Investors Services, LLCLPL Financial LLC06-24-2015
Andrew Joseph SheeterMML Investors Services, LLCLPL Financial LLC06-12-2015
Gail Eva HollingsworthMML Investors Services, LLCLPL Financial LLC01-27-2015
Anthony Enrique BirdMML Investors Services, LLCLPL Financial LLC$1001-07-2015
Jeffery Michael SmithMML Investors Services, LLCLPL Financial LLC10-29-2014
Thomas O. Blackwell Sr.MML Investors Services, LLCLPL Financial LLC06-23-2014
Michael Louis FeinmanMML Investors Services, LLCLPL Financial LLC$5005-21-2014
David Andre LopezMML Investors Services, LLCLPL Financial LLC02-14-2014
Mark Dick HolmesMML Investors Services, LLCLPL Financial LLC01-31-2014
David Lee MaynardMML Investors Services, LLCLPL Financial LLC$1010-04-2011
Xavier J. AngelMML Investors Services, LLCLPL Financial LLC08-26-2011
Rebecca Speck FosterMML Investors Services, LLCLPL Financial LLC08-05-2011
Jeffrey Arnold McCrackenMML Investors Services, LLCLPL Financial LLC06-21-2010
William Louis Holmes IIIMML Investors Services, LLCLPL Financial LLC04-01-2010
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Showing 1 to 25 of 28 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.