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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

Firm Total Moves

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Recruiting Losses

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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
Eva J. StricklandU.S. Bancorp Investments, Inc.Key Investment Services LLC05-04-2020
Jonann CavanaughU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-24-2020
Jason Allen VaughnU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC04-23-2020
Justin Joseph RobertsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-22-2020
Aaron D PriceU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-20-2020
Heather Colleen MooneyU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC04-20-2020
Franklin Cruz SantosU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2020
Alicia Brooke LantzU.S. Bancorp Investments, Inc.Northwestern Mutual Investment Services, LLC04-06-2020
Timothy Thomas BonkU.S. Bancorp Investments, Inc.TIAA-CREF Individual & Institutional Services, LLC04-06-2020
Richard W. Blacharski Jr.U.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC04-01-2020
Jessica Rae PoehlerU.S. Bancorp Investments, Inc.BancWest Investment Services, Inc.04-01-2020
Fred Chun LeeU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$15003-31-2020
Joshua Scott LeganU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-30-2020
Carlana Gillespie BrownU.S. Bancorp Investments, Inc.City National Securities, Inc.03-26-2020
Klaudia CwanekU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-25-2020
Jennifer Lee HarmanU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC03-23-2020
Dione T. Pulsoni HraschU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-23-2020
Attaley Amber HernandezU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC03-23-2020
Curtis Charles CarnahanU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC03-18-2020
Russell Stanton BoldU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.03-09-2020
Keith Eugene DershemU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.02-21-2020
Melissa A. LeonardU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC02-19-2020
Kamakshi AroraU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2020
Brittany Chantal HesterU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC02-10-2020
Jeffrey Scott HuntU.S. Bancorp Investments, Inc.U.S. Bancorp Investments, Inc.$2502-04-2020
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Showing 1 to 25 of 1,087 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.