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)

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Recruiting Losses

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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
James Jackson Logsdon JrKrilogy Financial LLCTrinity Wealth Advisors LLC09-20-2019
Megan Elizabeth KanterMoneta Group Investment Advisors, LLCThe Wealth Conservancy, Inc.09-17-2019
Lucas Wyatt KulmaMoneta Group Investment Advisors, LLCKayne Anderson Rudnick Investment Management, LLC09-17-2019
Sean Anthony FullerU.S. Bancorp Investments, Inc.TD Ameritrade, Inc.09-16-2019
Aaron J DeterdingLarson Financial Securities, LLCTD Ameritrade, Inc.09-16-2019
Brian Keith WattsSecurities America, Inc.Commonwealth Financial Network$2009-12-2019
Todd Franklin GregoryAE Wealth Management, LLCD.H. Hill Advisors, Inc.09-09-2019
Andrew Amberg PaulhusEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2019
Jacob Michael VinsonEdward JonesRaymond James & Associates, Inc.09-06-2019
Zachary Patrick KratofilClayton Financial Group, LLCMoneta Group Investment Advisors, LLC09-05-2019
Keith Lovell CashLPL Financial LLCCommerce Brokerage Services, Inc.09-04-2019
Thomas Edward BloemkeLPL Financial LLCFarmers Financial Solutions, LLC$5009-03-2019
Christopher Bernard LindenbuschWells Fargo Clearing Services, LLCFarmers Financial Solutions, LLC08-30-2019
John Wilford Briscoe IILPL Financial LLCSmith, Moore & Co.08-29-2019
Timothy Scott WingenbachArlington Securities, Inc.Edward Jones08-29-2019
Joshua F ParkerBuckingham Strategic Wealth, LLCHORNE WEALTH ADVISORS, LLC08-28-2019
Kent Michael BettaleWells Fargo Clearing Services, LLCWaddell & Reed08-27-2019
Michelle KiehneVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2019
Brenda Sue SvacinaU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.08-26-2019
Jason Reinhart PfitzingerNext Financial Group, Inc.LPL Financial LLC$2508-26-2019
James V BotteWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-26-2019
Arash Mark KatiraiBuckingham Strategic Wealth, LLCWoodbury Financial Services, Inc.08-26-2019
Charles Sherwood Cooper IIIPurshe Kaplan Sterling InvestmentsWells Fargo Clearing Services, LLC$1,00008-23-2019
Scott Michael KrajacicHill Investment GroupKrilogy Financial LLC08-23-2019
Jonathan Grant GarlowPurshe Kaplan Sterling InvestmentsWells Fargo Clearing Services, LLC$1,00008-23-2019
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Showing 1 to 25 of 31 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.