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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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam D ParksCambridge Investment Research, Inc.First Command Brokerage Services, Inc.$2509-18-2015
Alexander Galen GarnerCambridge Investment Research, Inc.Cetera Advisor Networks LLC$15009-01-2020
Andres Humberto GomezCambridge Investment Research, Inc.PFS Investments Inc.06-01-2020
Anita Jaswantlal PatelCambridge Investment Research, Inc.Woodbury Financial Services, Inc.$5007-01-2010
Anthony DelgadoCambridge Investment Research, Inc.Cetera Advisor Networks LLC06-05-2020
Anthony Matthew ConteCambridge Investment Research, Inc.Mutual Service Corporation08-07-2009
Arthur Lee Boyd IIICambridge Investment Research, Inc.SunTrust Advisory Services, Inc.$15011-01-2018
August Paul Bugge IIICambridge Investment Research, Inc.C C F Investments, Inc.10-10-2014
Brent Michael WadzitaCambridge Investment Research, Inc.Ameritas Investment Company, LLC09-08-2017
Brian Lee FullerCambridge Investment Research, Inc.Equitable Advisors, LLC03-18-2020
Brian Michael TherrellCambridge Investment Research, Inc.Voya Financial Advisors, Inc.11-01-2013
Bruce Edward VinionCambridge Investment Research, Inc.United Advisors Services, LLC07-24-2020
Bryce Kay LarsonCambridge Investment Research, Inc.Lincoln Financial Securities Corporation07-01-2013
Carole Ellen RyanCambridge Investment Research, Inc.National Securities Corporation12-13-2019
Charles David WoldenbergCambridge Investment Research, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$4612-01-2016
Christian Timothy StearnsCambridge Investment Research, Inc.First Command Brokerage Services, Inc.$15008-01-2019
Christine Eve SjoblomCambridge Investment Research, Inc.Latitude Advisors, LLC05-01-2014
Christopher Hampton ReuschleCambridge Investment Research, Inc.Brewer Financial Services, LLC$5011-15-2010
Christopher M DinataleCambridge Investment Research, Inc.MetLife Securities Inc.01-06-2014
Christopher Michael KmetzCambridge Investment Research, Inc.MetLife Securities Inc.$5009-14-2016
Colin T GrayCambridge Investment Research, Inc.LPL Financial LLC04-17-2018
Conrad Martin BanspachCambridge Investment Research, Inc.LPL Financial LLC09-18-2018
Daniel Clifford BelcherCambridge Investment Research, Inc.Commonwealth Financial Network$2501-05-2016
Daniel Edward PodawiltzCambridge Investment Research, Inc.Commonwealth Financial Network$5011-01-2019
Daniel Ray DarnellCambridge Investment Research, Inc.Signator Investors, Inc.01-03-2017
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Showing 1 to 25 of 130 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.