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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

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan David ChildsJ.P. Morgan Securities LLCStrategic Advisers LLC12-20-2017
Amanda Kay HornbackFinancial Engines Advisors L.L.C.Strategic Advisers LLC08-15-2017
Benjamin Charles McQueenFifth Third Securities, Inc.Strategic Advisers LLC07-25-2016
Christopher R. RobertsonStrategic Advisers LLCStrategic Advisers LLC03-08-2010
Christopher Robert GreenlandEdward JonesStrategic Advisers LLC03-07-2016
Dennis Mark WestLPL Financial LLCStrategic Advisers LLC02-04-2010
Jonathan Robert LitmerAmeriprise Financial Services, LLCStrategic Advisers LLC04-24-2018
Mark Timothy YontzStrategic Advisers LLCStrategic Advisers LLC09-29-2017
Michael James McWhinnieLegacy Financial Advisors, Inc.Strategic Advisers LLC08-03-2018
Oliver Andrew TullerPNC InvestmentsStrategic Advisers LLC03-16-2015
Sam A ZeibakThe Huntington Investment CompanyStrategic Advisers LLC12-21-2017
Seth H. SanbornLegacy Financial Advisors, Inc.Strategic Advisers LLC02-05-2013
Zachary Alden HammondMCF Advisors, LLCStrategic Advisers LLC01-04-2018

Showing 1 to 13 of 13 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.