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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nader M GandevaniMoloney Securities Co., Inc.WestPark Capital, Inc.03-05-2020
Lars Dean OmlidMoloney Securities Co., Inc.Financial Planning Consultants, Inc.07-02-2018
Sarah Zillion BurgerMoloney Securities Co., Inc.Financial Planning Consultants, Inc.$5007-02-2018
Steve Alan TeibelMoloney Securities Co., Inc.Financial Planning Consultants, Inc.07-02-2018
Scott Edward EverhartMoloney Securities Co., Inc.RBC Capital Markets, LLC02-28-2018
Mark David HouseMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Derrick Allen BraunerMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Adam James MaherMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Robert Bernard FinnMoloney Securities Co., Inc.World Equity Group, Inc.02-07-2017
Gregory Alan FishkindMoloney Securities Co., Inc.Financial West Group01-31-2017
George Gregory CaseyMoloney Securities Co., Inc.R. F. Lafferty & Co., Inc.$20006-16-2016
Steven Paul BrooksMoloney Securities Co., Inc.MML Investors Services, LLC$25001-31-2013
Glennon James ColeMoloney Securities Co., Inc.First Brokerage America, LLC09-14-2012
Meredith Cabell Jones IIIMoloney Securities Co., Inc.Detalus Securities, LLC03-31-2011
Brian Patrick CorriganMoloney Securities Co., Inc.Detalus Securities, LLC03-31-2011
Paul Kurt SaxenmeyerMoloney Securities Co., Inc.Janney Montgomery Scott LLC03-01-2011
Lyle Brian FisherMoloney Securities Co., Inc.Investment Management Service, Inc.$5012-20-2010
David Norval WoodMoloney Securities Co., Inc.Detalus Securities, LLC10-20-2010
Donald Ralph HancockMoloney Securities Co., Inc.Detalus Advisors, LLC07-06-2010
Richard Thomas SalterMoloney Securities Co., Inc.Wasserman & Associates, Inc.03-02-2010
Dennis Keith BirdMoloney Securities Co., Inc.Wasserman & Associates, Inc.$2901-11-2010

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.