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
Aaron Alfred WilksThrivent Investment Management Inc.PFS Investments Inc.06-01-2011
Aaron Christian ThierryThe O.N. Equity Sales CompanyOneAmerica Securities, Inc.$5009-29-2015
Aaron Dale OskeyCambridge Investment Research, Inc.LPL Financial LLC02-01-2017
Aaron Edmond WoosterCoreCap AdvisorsCaitlin John, LLC01-22-2016
Aaron Eric PietilaWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC10-17-2017
Aaron J PawlakRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-14-2017
Aaron J VeldheerStrategies Wealth Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-04-2020
Aaron James VerbruggeNYLIFE Securities LLCSignator Investors, Inc.12-22-2016
Aaron L ParchemComerica SecuritiesNorthwestern Mutual Investment Services, LLC11-30-2015
Aaron Mathew WassenaarAction Point Retirement Group LLCAction Point Financial Planning, LLC11-25-2015
Aaron Ray AndreasArbor Wealth Advisors LLCBaron Wealth Management, LLC02-25-2014
Aaron Ray HarrisRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC02-15-2018
Aaron W HollisterRaymond James & Associates, Inc.Waddell & Reed08-28-2015
Abdalhakim Anwar KhirfanSecurities America, Inc.Questar Capital Corporation12-17-2018
Abram Joseph SoperEdward JonesValMark Securities, Inc.05-03-2017
Adam B GordonPark Avenue Securities LLCNorthwestern Mutual Investment Services, LLC04-01-2020
Adam B WeinerLPL Financial LLCFSC Securities Corporation05-09-2019
Adam Blake TylerFifth Third Securities, Inc.Signator Investors, Inc.05-11-2010
Adam Brian CousinoAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2019
Adam Glen HendricksMorgan StanleyKey Investment Services LLC11-14-2011
Adam James MclaughlinRiver Raisin Investment Partners, Inc.LPL Financial LLC$2509-10-2019
Adam Jay BornsteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$7810-01-2010
Adam John SimonAusdal Financial Partners, Inc.HBW Securities LLC06-14-2017
Adam Lee CoselmonRaymond James & Associates, Inc.Morgan Stanley$15005-08-2015
Adam Matthew PawloskiTelemus Capital, LLCRaymond James & Associates, Inc.05-05-2015
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Showing 1 to 25 of 3,304 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.