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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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Yaacov YisraelSecurities America, Inc.Raymond James Financial Services, Inc.03-22-2019
Timothy Gregory KohlerSecurities America, Inc.Cincinnati Analysts, Inc.05-11-2009
Thomas Evan ZeweSecurities America, Inc.National Planning Corporation10-19-2017
Therese Michelle O'ConnellSecurities America, Inc.Cincinnati Analysts, Inc.$7505-12-2009
Scott William CarrSecurities America, Inc.Avantax Investment Services, Inc.11-09-2016
Sarvey Garcia CanellaSecurities America, Inc.Next Financial Group, Inc.$2504-09-2010
Ronald Brian SnyderSecurities America, Inc.Cadaret, Grant & Co., Inc.11-14-2016
Rodney Allen BreyerSecurities America, Inc.American Portfolios Financial Services, Inc.$10010-31-2018
Robert Warren EgglestonSecurities America, Inc.LPL Financial LLC$1006-30-2015
Robert Michael Love Jr.Securities America, Inc.LPL Financial LLC06-03-2013
Robert Mark SestiliSecurities America, Inc.Next Financial Group, Inc.04-13-2010
Philip Henry Sears IIISecurities America, Inc.Capital Analysts, Incorporated05-11-2009
Paul Gaetano Giordano Jr.Securities America, Inc.Cincinnati Analysts, Inc.05-11-2009
Patrick Lee WilliamsSecurities America, Inc.SA Stone Wealth Management Inc.$1001-02-2020
Patricia W. LalondeSecurities America, Inc.Questar Capital Corporation12-14-2018
Norman Stewart StrobelSecurities America, Inc.MML Investors Services, LLC$10009-19-2019
Michael Craig BucherSecurities America, Inc.Questar Capital Corporation$5012-18-2018
Mark Steven DavisSecurities America, Inc.Cincinnati Analysts, Inc.$1005-11-2009
Mark Richard WeibelSecurities America, Inc.Citizens Securities, Inc.09-26-2019
Liliane N. O'BrienSecurities America, Inc.LPL Financial LLC$20012-09-2013
Kenneth Richard Gula Sr.Securities America, Inc.BestVest Investments, Ltd.12-19-2019
Kenneth Dean JohnsonSecurities America, Inc.Next Financial Group, Inc.$5003-22-2019
Joseph Gerard CampisiSecurities America, Inc.H. Beck, Inc.$5012-24-2019
Joseph F St PedroSecurities America, Inc.National Planning Corporation11-01-2017
Jonathan ThompsonSecurities America, Inc.State Farm VP Management Corp.01-24-2020
Next Page »

Showing 1 to 25 of 52 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.