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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

Firm Total Moves

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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
Gary Dean Kronmiller1st Global Capital Corp.1st Global Capital Corp.02-12-2015
Richard Alan Jones1st Global Capital Corp.Raymond James Financial Services, Inc.01-27-2012
Randheep Ashan FernandoAcornsVault04-20-2018
John Albert OemingAegis Capital Corp.Commonwealth Financial Network$5003-02-2020
Louis Martin BaudendistelAegis Capital Corp.JHS Capital Advisors, LLC$5007-02-2015
Peter Chiasson JonesAegis Capital Corp.JHS Capital Advisors, LLC$15007-02-2015
Matthew Roger MillerAegis Capital Corp.JHS Capital Advisors, LLC$10007-02-2015
Glen Steven DavisAegis Capital Corp.JHS Capital Advisors, LLC$15007-02-2015
Douglas John McCaslinAegis Capital Corp.JHS Capital Advisors, LLC$2507-02-2015
Eric William DavidsonAegis Capital Corp.JHS Capital Advisors, LLC07-02-2015
Tyler P. ConroyAldrich Wealth LPCharles Schwab & Co., Inc.09-18-2019
Sandi K. GordonAldrich Wealth LPWells Fargo Clearing Services, LLC02-14-2019
Amy Barbara BarnesAldrich Wealth LPTIAA-CREF Individual & Institutional Services, LLC06-28-2016
Alex Ryan KilianAldrich Wealth LPRaymond James Financial Services, Inc.01-13-2016
Sheree Demers ArntsonAllium Financial Advisors, LLCtru Independence Asset Management, LLC07-07-2017
Jamie Dawn McCrearyAllium Financial Advisors, LLCtru Independence Asset Management, LLC07-07-2017
Pradeep TempalliAllium Financial Advisors, LLCtru Independence Asset Management, LLC06-29-2017
Dana John LarsonAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2019
Terry TothAllstate Financial Services, LLCW&S Brokerage Services, Inc.03-06-2019
Lisa Marie SpeersAllstate Financial Services, LLCAllstate Financial Services, LLC01-22-2019
William DoseAllstate Financial Services, LLCKey Investment Services LLC05-14-2018
Derek Allan TritschAllstate Financial Services, LLCMML Investors Services, LLC03-02-2018
Steven K. SauveAllstate Financial Services, LLCFirst Allied Securities, Inc.11-20-2017
Tamara Lynn StoverAllstate Financial Services, LLCIndependent Financial Group, LLC10-31-2016
Corey Dean ZurcherAllstate Financial Services, LLCLincoln Financial Advisors Corporation10-06-2016
Next Page »

Showing 1 to 25 of 2,126 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.