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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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 (Q2 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
Adriana Marie HawkMML Investors Services, LLCPruco Securities, LLC.06-17-2019
Ajdin Jakub DropicMML Investors Services, LLCFifth Third Securities, Inc.01-22-2016
Atonn Gregory Edward SmeltzerMML Investors Services, LLCNYLIFE Securities LLC01-25-2016
Brian C GarryMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$2504-29-2013
Bruce Alan JonesMML Investors Services, LLCIndependent Financial Partners12-11-2015
Bruce David KlingerMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$5005-16-2012
Carl Joseph GraysonMML Investors Services, LLCNYLIFE Securities LLC06-09-2015
Charles Herbert LocyMML Investors Services, LLCAXA Advisors, LLC12-22-2011
Darrin Mitchell BollenbacherMML Investors Services, LLCEquity Services, Inc.02-23-2011
David William LinvilleMML Investors Services, LLCM Holdings Securities, Inc.05-04-2016
David William McConnellMML Investors Services, LLCNew England Securities10-18-2012
Dean Arthur SchulerMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-04-2014
Dennis Julian Bradley Jr.MML Investors Services, LLCNYLIFE Securities LLC05-06-2015
Donald William Talbert Jr.MML Investors Services, LLCLatitude Advisors, LLC$1006-11-2015
Doug Leo CavenderMML Investors Services, LLCWaddell & Reed05-21-2013
Gary Michael HolewinskiMML Investors Services, LLCThrivent Investment Management Inc.10-01-2014
Geoffrey Morgan BurgessMML Investors Services, LLCPark Avenue Securities LLC03-16-2017
Greg A. AndersonMML Investors Services, LLCPark Avenue Securities LLC06-23-2009
Jake Alan FashnerMML Investors Services, LLCFifth Third Securities, Inc.06-19-2018
Jared F. AllmanMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-25-2017
Jason Andrew GonczMML Investors Services, LLCEquity Services, Inc.04-18-2019
Jason M. RebholzMML Investors Services, LLCChase Investment Services Corp.02-04-2011
Jason R. RepassMML Investors Services, LLCNYLIFE Securities LLC06-08-2016
Jeffrey Dale PerkinsMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC03-12-2014
Jeffrey Stewart McCreeryMML Investors Services, LLCNew England Securities03-10-2009
Next Page »

Showing 1 to 25 of 58 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.