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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Nolan HiltonSecurities America, Inc.Mutual of Omaha Investor Services, Inc.07-30-2020
Brent SabatiSecurities America, Inc.Mutual of Omaha Investor Services, Inc.06-16-2020
Michael J KeeSecurities America, Inc.Mutual of Omaha Investor Services, Inc.06-15-2020
Andrew Clayborne ElmoreSecurities America, Inc.Mutual of Omaha Investor Services, Inc.05-18-2020
Edward Lynn WilliamsSecurities America, Inc.Mutual of Omaha Investor Services, Inc.$5003-02-2020
Laura Avory MegeathSecurities America, Inc.Mutual of Omaha Investor Services, Inc.04-04-2019
Joanne Lee WeidnerSecurities America, Inc.Mutual of Omaha Investor Services, Inc.$5008-17-2018
Mark Charles LarsonSecurities America, Inc.Mutual of Omaha Investor Services, Inc.07-16-2018
Tyler James SteinkuhlerSecurities America, Inc.Mutual of Omaha Investor Services, Inc.06-18-2018
David Michael KollSecurities America, Inc.Mutual of Omaha Investor Services, Inc.06-11-2018
Kristen Rae PattersonSecurities America, Inc.Mutual of Omaha Investor Services, Inc.06-11-2018
Carson Joseph HemmannSecurities America, Inc.Mutual of Omaha Investor Services, Inc.05-25-2018
Jerry Michael BorgschulteSecurities America, Inc.Mutual of Omaha Investor Services, Inc.05-15-2018
Matthew Lee StangeSecurities America, Inc.Mutual of Omaha Investor Services, Inc.05-04-2018
Rick Lee CurtisSecurities America, Inc.Mutual of Omaha Investor Services, Inc.04-23-2018
Scot F MooreSecurities America, Inc.Mutual of Omaha Investor Services, Inc.03-30-2018
Dustin C FormanackSecurities America, Inc.Mutual of Omaha Investor Services, Inc.03-30-2018
Robert Jay SchmidtSecurities America, Inc.Mutual of Omaha Investor Services, Inc.03-29-2018
Christopher Patrick OconnellSecurities America, Inc.Mutual of Omaha Investor Services, Inc.$1003-29-2018
Brock Junior GoodwinSecurities America, Inc.Mutual of Omaha Investor Services, Inc.03-29-2018
Joseph Patrick HavansekSecurities America, Inc.Mutual of Omaha Investor Services, Inc.07-15-2014

Showing 1 to 21 of 21 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.