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)

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
Brandt Alan ColvilleAbbey StreetKestra Investment Services, LLC$5001-02-2020
Robert Alvin Cron JrAbbey StreetU.S. Bancorp Investments, Inc.$10011-20-2019
Daniel Patrick Mulheran JrAbbey StreetKestra Investment Services, LLC$28110-16-2019
Ben A Andrew ClymerAbbey StreetKestra Investment Services, LLC10-16-2019
Emily Margaret AbensAbens Financial Services IncAPW Capital, Inc.08-28-2020
Eric Blake SimonsonAbundo WealthAmeriprise Financial Services, LLC08-21-2019
Eugene Richard Adams JrAdams-Hansen & AssociatesGradient Securities, LLC01-29-2014
Aleasha Shanna Jean LondgrenAdvanced Advisor Group, LLCThrivent Investment Management Inc.11-04-2019
Charles David MylreaAdvanced Advisor Group, LLCNorthland Securities, Inc.05-18-2018
Matthew Wayne MartinsonAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.02-26-2018
Tyler Thomas FrostAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.11-01-2017
Brandt Bob WendlandAdvanced Advisor Group, LLCFeltl & Company03-02-2017
Joseph Francis BatkiewiczAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.09-08-2016
George William LeistikowAdvanced Advisor Group, LLCWaddell & Reed09-07-2016
Brady Lynn HusbynAdvanced Advisor Group, LLCCommonwealth Financial Network01-19-2016
Daniel Roger JandroAdvisorNet Wealth ManagementCetera Advisor Networks LLC09-11-2020
Peter Joe WiedewitschAdvisorNet Wealth ManagementCetera Advisor Networks LLC09-01-2020
Paul Russell CunninghamAdvisorNet Wealth ManagementWoodbury Financial Services, Inc.$2507-10-2020
Andrew Campbell EarnestAdvisorNet Wealth ManagementU.S. Bancorp Investments, Inc.$1005-01-2020
Kristina Rae CummingsAdvisorNet Wealth ManagementPRESTIGE WEALTH MANAGEMENT03-10-2020
Trever Thomas ChristianAdvisorNet Wealth ManagementGoldman Sachs Personal Financial Management01-24-2020
Timothy Carlin MccabeAdvisorNet Wealth ManagementMcCabe & Associates, Inc$15005-20-2019
Gary John BreiAdvisorNet Wealth ManagementMcCabe & Associates, Inc$5005-16-2019
Douglas Dale CozadAdvisorNet Wealth ManagementCambridge Investment Research, Inc.$5003-20-2019
John Randal JuddAdvisorNet Wealth ManagementFinancial Security Management, Inc06-06-2018
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Showing 1 to 25 of 2,196 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.