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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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
Christopher Lee BlancettVALIC Financial Advisors, Inc.Chase Investment Services Corp.09-03-2010
Kasey KozlowskiVALIC Financial Advisors, Inc.Edward Jones12-02-2019
Robert James Hoffer JrVALIC Financial Advisors, Inc.Edward Jones01-30-2009
Arnold J StatonVALIC Financial Advisors, Inc.Equitable Advisors, LLC06-28-2017
John Michael KitlinskiVALIC Financial Advisors, Inc.Equitable Advisors, LLC01-04-2017
Paul KutanovskiVALIC Financial Advisors, Inc.HB Securities, LLC03-08-2011
Lisa M CrawfordVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-20-2013
Mark A SpinosaVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-27-2010
Anthony James KerinsVALIC Financial Advisors, Inc.MML Investors Services, LLC07-02-2018
Bryan David KlemmVALIC Financial Advisors, Inc.MML Investors Services, LLC$5007-13-2010
Amber N MorrisVALIC Financial Advisors, Inc.New England Securities01-11-2012
John Mark MolsknessVALIC Financial Advisors, Inc.New England Securities11-08-2011
Alexander H YatesVALIC Financial Advisors, Inc.New England Securities02-26-2010
Norman C MerletVALIC Financial Advisors, Inc.OneAmerica Securities, Inc.03-24-2016
Steven Wayne HullVALIC Financial Advisors, Inc.PNC Investments08-29-2011
Ronald Wesley HodgeVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.06-13-2018
Michael David WrightVALIC Financial Advisors, Inc.Wells Fargo Clearing Services, LLC08-24-2012

Showing 1 to 17 of 17 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.