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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ky Lance FiserAmeriprise Financial Services, LLCWFG Investments, Inc.08-04-2017
Dusty Robert NicholsAmeriprise Financial Services, LLCWFG Investments, Inc.08-04-2017
Bruce Fremont Woodcock JrAmeriprise Financial Services, LLCWFG Investments, Inc.$2506-30-2016
Leroy Jack NicholsAtlas Wealth Advisors LLCWFG Investments, Inc.$5008-07-2017
Philip Benson AtheyAtlas Wealth Advisors LLCWFG Investments, Inc.$1008-07-2017
Adam Patrick KellerAtlas Wealth Advisors LLCWFG Investments, Inc.$1008-04-2017
Scott Dale HammelAtlas Wealth Advisors LLCWFG Investments, Inc.$1008-04-2017
James Michael MarsdenAtlas Wealth Advisors LLCWFG Investments, Inc.08-04-2017
Joseph T AverettAvantax Investment Services, Inc.WFG Investments, Inc.09-12-2014
Lori Ann ClemBerthel, Fisher & Company Financial Services, Inc.WFG Investments, Inc.$5007-18-2017
Aaron Jussi ThomasCambridge Investment Research, Inc.WFG Investments, Inc.$5008-01-2017
Robert David CullumCambridge Investment Research, Inc.WFG Investments, Inc.$2501-28-2011
Spencer Farris MurchisonCambridge Investment Research, Inc.WFG Investments, Inc.01-28-2011
Tami Gay Jarrett-PlummerCambridge Investment Research, Inc.WFG Investments, Inc.08-16-2010
Robert James Messett JrCommonwealth Financial NetworkWFG Investments, Inc.02-15-2017
Kimberly Zan TillinghastCommonwealth Financial NetworkWFG Investments, Inc.$10011-04-2016
John C Farris SrCommonwealth Financial NetworkWFG Investments, Inc.$2511-04-2016
Parichart Crystal ArredondoCommonwealth Financial NetworkWFG Investments, Inc.11-04-2016
Raegan Ashley ArringtonCommonwealth Financial NetworkWFG Investments, Inc.11-04-2016
Philip Andrew StrunkCommonwealth Financial NetworkWFG Investments, Inc.11-04-2016
Karthik MuralirajCommonwealth Financial NetworkWFG Investments, Inc.11-04-2016
Vatsal Pratap AssarCommonwealth Financial NetworkWFG Investments, Inc.$15011-04-2016
Arthur Frank WagnerDominion Investor Services, Inc.WFG Investments, Inc.10-25-2017
Andrew F Williams JrKestra Investment Services, LLCWFG Investments, Inc.08-23-2017
Ryan Bradley WilliamsKestra Investment Services, LLCWFG Investments, Inc.08-08-2014
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Showing 1 to 25 of 59 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.