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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
ERIC Oscar ZELTNERMainline Private Wealth, LLCStifel, Nicolaus & Company, Incorporated08-25-2020
James Mccall TatlowBarton Investment Management, LLCStifel, Nicolaus & Company, Incorporated03-05-2020
Mark Robert KaskeyB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated02-21-2020
Robert Januarius CellucciB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated02-21-2020
William Jason BeardB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated$15002-21-2020
Lisa A SomersJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$10004-16-2019
Joseph Francis CurtinPrivate Client Services, LLCStifel, Nicolaus & Company, Incorporated$10003-08-2019
Patrick Charles GoldenPrivate Client Services, LLCStifel, Nicolaus & Company, Incorporated$10001-18-2019
Corey Charles GoldenPrivate Client Services, LLCStifel, Nicolaus & Company, Incorporated$2501-18-2019
Daniel Richter ReitzNYLIFE Securities LLCStifel, Nicolaus & Company, Incorporated$10007-12-2018
Timothy P Gormley Paul M Furlong Kevin Keane Kathleen ZelenkaJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$40006-14-2018
Kevin Michael KeaneJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$5006-13-2018
Paul Michael FurlongJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$5006-13-2018
Kathleen Maria ZelenkaJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$25006-13-2018
Timothy Patrick GormleyJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$15006-13-2018
Colin Drew WetzelMorgan StanleyStifel, Nicolaus & Company, Incorporated$5004-04-2018
Joseph Mark PetryAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated03-29-2018
Stephen Ray LewisCambridge Investment Research, Inc.Stifel, Nicolaus & Company, Incorporated$5002-02-2018
Lance J RosinaBernardo Wealth Planning, LLCStifel, Nicolaus & Company, Incorporated09-08-2017
Robert DinardoPNC InvestmentsStifel, Nicolaus & Company, Incorporated$15007-14-2017
William Thomas ManchesterJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$2507-07-2016
Cassandra Wendy AlleyneSantander Securities LLCStifel, Nicolaus & Company, Incorporated06-21-2016
Michael MaherAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated$11204-15-2016
Michael MaherAmeriprise Financial Services, LLCStifel, Nicolaus & Company, Incorporated$13104-15-2016
Jenny Rebecca DematteoFidelity Brokerage Services LLCStifel, Nicolaus & Company, Incorporated08-10-2015
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Showing 1 to 25 of 41 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.