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

Filters

Top States

Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Barry Walter WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
Ryan Davis WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
Gary Bruce LageAdvisorNet Wealth ManagementProEquities, Inc.$2511-29-2017
Brandon Michael LawrenceAdvisorNet Wealth ManagementSecurian Financial Services, Inc.10-05-2017
Stephanie Lynn Danforth JohnsonAdvisorNet Wealth ManagementJRA Financial Advisors, Inc.$5006-26-2017
Barry David BigelowAdvisorNet Wealth ManagementState Farm VP Management Corp.06-01-2017
Matthew Joseph SchwartzAdvisorNet Wealth ManagementAmeriprise Financial Services, LLC05-12-2017
Melissa Rae MachlittAdvisorNet Wealth ManagementJRA Financial Advisors, Inc.$10004-18-2017
Tyler W ArmstrongAdvisorNet Wealth ManagementJRA Financial Advisors, Inc.04-18-2017
Brian Jeffrey JassAdvisorNet Wealth ManagementWells Fargo Clearing Services, LLC$1002-23-2016
Will Keith JohnsonAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.08-03-2015
Elijah Reed KovarAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.06-25-2015
Joshua Martin LegbandAdvisorNet Wealth ManagementRedhawk Wealth Advisors, Inc.06-25-2015
Christopher J HaslingAdvisorNet Wealth ManagementNorthwestern Mutual Investment Services, LLC10-28-2014
David Scott WeinbachAdvisorNet Wealth ManagementRobert W. Baird & Co. Incorporated01-03-2014

Showing 1 to 25 of 25 entries

Page 1

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.