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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

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael P. Kiziuk1st Global Capital Corp.Santander Securities LLC09-25-2018
Timothy James Harrington1st Global Capital Corp.Triad Advisors LLC06-15-2010
Philip Joseph Christiano1st Global Capital Corp.LPL Financial LLC01-08-2009
David Robert Baker93 Financial Group, LLCRaymond James Financial Services, Inc.04-13-2018
Kevin Patrick HodsonAAFCPAs Wealth Management, LLCFerris Capital, LLC02-22-2019
Andrew Edmund HammondAAFCPAs Wealth Management, LLCStrategic Advisers LLC05-03-2017
Jonathan Seth BloomAAFCPAs Wealth Management, LLCSantander Securities LLC10-26-2016
Carmen Marie GrinkisAAFCPAs Wealth Management, LLCU.S. Wealth Management02-23-2016
Philip Joseph ChristianoAAFCPAs Wealth Management, LLC1st Global Capital Corp.09-19-2012
Brian Andrew JoyceAAFCPAs Wealth Management, LLCCSSC Brokerage Services, Inc.07-24-2012
John Francis FlynnAbaris Financial Group, LLCDavid Witherbee & Associates, Inc.09-28-2010
Dennis Carl Wassung Jr.Abbot Financial Management, IncHuntwicke Securities, LLC07-09-2019
James Andrew MillerAbundance Financial Coaching, LLCWISDOM FINANCIAL, LLC08-29-2016
Kathryn Elise AustinAdviser InvestmentsWells Fargo Clearing Services, LLC06-18-2018
Robert Douglas LepsonAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
Bradley Keith SharpAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
Mary Kathryn KonetznyAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
David Alan FontaineAdviser InvestmentsBraver Wealth Management, LLC02-03-2017
David John VermeulenAdviser InvestmentsInnovation Partners LLC09-09-2015
Christopher Michael HaganAdviser Investments Acquisition Co LLCKobren Insight Management Inc$2503-25-2011
Kevin Matthew HarringtonAdvisory Group Equity Services Ltd.Global Retirement Partners LLC02-24-2020
Wendy Lesa Gipson-FitzpatrickAdvisory Group Equity Services Ltd.LPL Financial LLC$1002-07-2020
Rebeca CostaAdvisory Group Equity Services Ltd.NYLIFE Securities LLC05-21-2019
Andrew Seth LabellAdvisory Group Equity Services Ltd.Detwiler Fenton & Co.05-01-2019
Patrick Charles VaughanAdvisory Group Equity Services Ltd.Bequia Securities, LLC01-24-2019
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Showing 1 to 25 of 4,588 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.