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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandi Christina AspdenTIAA-CREF Individual & Institutional Services, LLC1st Global Capital Corp.04-17-2012
Jared Cole GilbertTIAA-CREF Individual & Institutional Services, LLCAdvised Assets Group, LLC10-03-2017
Dennis Michael SextonTIAA-CREF Individual & Institutional Services, LLCAdvisory Group Equity Services Ltd.09-17-2018
Justin Michelle RoundtreeTIAA-CREF Individual & Institutional Services, LLCAegis Capital Corp.$5003-11-2013
Katherine Hovey FoxTIAA-CREF Individual & Institutional Services, LLCAlexandria Capital01-07-2013
John Edward WilkinsonTIAA-CREF Individual & Institutional Services, LLCAmerican Portfolios Advisors, Inc06-20-2013
Justin Tyrone ScottTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC05-21-2019
Tamlyn Kaye WilbourneTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC09-21-2018
Joseph Bart GianoliTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC$25012-12-2017
Andrew Dean KrochalkTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC05-03-2016
Hugh Blake-Thomas IIITIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC02-16-2016
Angela Roxane MeekTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC10-20-2015
Joseph Sanders ShoreTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC07-07-2015
Eric Lee RobertsTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC06-18-2015
Fritz Maximillian DlabikTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC05-12-2015
Hseng Wei HsiangTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC10-27-2014
Jeannie Lynn IlievskiTIAA-CREF Individual & Institutional Services, LLCAmeriprise Financial Services, LLC02-23-2009
Nicholas Joseph GagliardoTIAA-CREF Individual & Institutional Services, LLCAmeritas Investment Company, LLC12-19-2014
Mark Robert DurrenbergerTIAA-CREF Individual & Institutional Services, LLCBalasa Dinverno Foltz LLC06-27-2018
Marc Eric SchneiderTIAA-CREF Individual & Institutional Services, LLCBanc of America Investment Services, Inc.05-26-2009
Sherry Lee KeatingTIAA-CREF Individual & Institutional Services, LLCBanc of America Investment Services, Inc.05-18-2009
Juke C Muir JrTIAA-CREF Individual & Institutional Services, LLCBancWest Investment Services, Inc.03-08-2017
Jonathan Kim NakamotoTIAA-CREF Individual & Institutional Services, LLCBancWest Investment Services, Inc.05-18-2016
Lauren Aliza EllbergerTIAA-CREF Individual & Institutional Services, LLCBarclays Capital Inc.07-02-2015
Thomas John DAmatoTIAA-CREF Individual & Institutional Services, LLCBB&T Investment Services, Inc.06-19-2017
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Showing 1 to 25 of 806 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.