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

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
Terry Sawchuk Bill LangensteinKestra Investment Services, LLCSII Investments, Inc.$15508-18-2014
Jack Edward BrownSigma Financial CorporationSII Investments, Inc.$5001-12-2018
Robert George WeisenburgerCambridge Investment Research, Inc.SII Investments, Inc.$5012-04-2017
Michael Lee ErvinCambridge Investment Research, Inc.SII Investments, Inc.12-01-2017
Larry Alan MengerinkCambridge Investment Research, Inc.SII Investments, Inc.12-01-2017
Christopher P NickelCambridge Investment Research, Inc.SII Investments, Inc.$5012-01-2017
Kevin Paul SeegertWoodbury Financial Services, Inc.SII Investments, Inc.$9111-30-2017
Michael WisniewskiWoodbury Financial Services, Inc.SII Investments, Inc.$5011-30-2017
Beth A Scott AdamsAmerican Portfolios Financial Services, Inc.SII Investments, Inc.11-30-2017
Jordan Michael SeegertWoodbury Financial Services, Inc.SII Investments, Inc.11-30-2017
Daniel Edwin EngelhardtCambridge Investment Research, Inc.SII Investments, Inc.$5011-17-2017
Thomas Edward KrautCambridge Investment Research, Inc.SII Investments, Inc.11-17-2017
Peter John MolesaWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Donald Michael DenstaedtWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Jeffrey Richard HoenleWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Gregory William HoenleWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Mark WiseWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Zoltan Julius KocsondyAmerican Portfolios Financial Services, Inc.SII Investments, Inc.11-13-2017
Dennis Robert JonesAmerican Portfolios Financial Services, Inc.SII Investments, Inc.11-13-2017
Brooke A Crane-AcreWoodbury Financial Services, Inc.SII Investments, Inc.$2511-10-2017
Richard Allan BerlinskiLPL Financial LLCSII Investments, Inc.$711-01-2016
Donald John WeyenbergLPL Financial LLCSII Investments, Inc.06-22-2016
Joel PalmbosCambridge Investment Research, Inc.SII Investments, Inc.11-18-2014
Ryan Michael ElenbaasCambridge Investment Research, Inc.SII Investments, Inc.$5011-17-2014
Nathan C WeeberCambridge Investment Research, Inc.SII Investments, Inc.11-17-2014
Next Page »

Showing 1 to 25 of 30 entries

Page 1 | 2

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.