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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd Andre VilleneuveUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.04-24-2020
Mark James MancellUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Perry Lee DiedeUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.$6301-16-2020
Marilyn Martha CarlsonUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Susan Virginia StenzelUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Szablis Monique KleeUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Dana Christopher GrimsrudUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Jeffrey Thomas ZarlingUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Alexandra Michelle StantonUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Michael John MatuskaUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Kenneth Carson DupreUnited Planners' Financial Services of America A Limited PartnerCetera Advisor Networks LLC01-08-2020
Christine Ann HeineUnited Planners' Financial Services of America A Limited PartnerWealth Enhancement Brokerage Services, LLC12-06-2019
Andrew Charles RothUnited Planners' Financial Services of America A Limited PartnerSEI Investments Management Corp06-20-2019
Donald Eugene WilsonUnited Planners' Financial Services of America A Limited PartnerFocus Financial05-10-2018
Devory Alicia FischerUnited Planners' Financial Services of America A Limited PartnerNYLIFE Securities LLC11-28-2017
Matthew Richard BensonUnited Planners' Financial Services of America A Limited PartnerSII Investments, Inc.$1511-13-2017
Joshua Richard GronholzUnited Planners' Financial Services of America A Limited PartnerInvestors Capital Corp.07-07-2016
Ryan Christopher SpaudeUnited Planners' Financial Services of America A Limited PartnerSecurities America, Inc.$25009-29-2015
Richard Ira HemingwayUnited Planners' Financial Services of America A Limited PartnerMidAmerica Financial Services, Inc.$10009-25-2015
Bryan Henry MarkerUnited Planners' Financial Services of America A Limited PartnerAmerican Portfolios Financial Services, Inc.$2501-02-2015
Billy Edward FosterUnited Planners' Financial Services of America A Limited PartnerLPL Financial LLC06-03-2009

Showing 1 to 21 of 21 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.