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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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew K. HuynhAllstate Financial Services, LLCSignator Investors, Inc.11-04-2011
Kabirudeen SalamiAllstate Financial Services, LLCSignator Investors, Inc.06-24-2011
William Alfred Simkins IIIAllstate Financial Services, LLCSignator Investors, Inc.05-23-2011
Richard Charles SgarlatoAXA Advisors, LLCSignator Investors, Inc.$5007-06-2016
James Charles HobsonCambridge Investment Research, Inc.Signator Investors, Inc.$1803-01-2017
Justin Jon BarhamCFD Investments, Inc.Signator Investors, Inc.$1001-02-2013
Eric Scott DunnerGlassman Wealth Services, LLCSignator Investors, Inc.04-14-2015
John Michael KoesterKestra Investment Services, LLCSignator Investors, Inc.09-20-2016
Christopher Wayne FrazierLincoln Financial Securities CorporationSignator Investors, Inc.12-19-2014
Russell Allen LescaultLincoln Financial Securities CorporationSignator Investors, Inc.12-19-2014
William J. LawfieldLPL Financial LLCSignator Investors, Inc.10-26-2018
Thomas Eugene DavisLPL Financial LLCSignator Investors, Inc.$109-13-2013
Rudy NajeraLPL Financial LLCSignator Investors, Inc.09-13-2013
Matthew Robert BarretteLPL Financial LLCSignator Investors, Inc.$2509-10-2013
Robert Manning Loflin Jr.LPL Financial LLCSignator Investors, Inc.05-18-2012
David Thomas LarsonLPL Financial LLCSignator Investors, Inc.05-18-2012
Matthew Ryan HaleMetLife Securities Inc.Signator Investors, Inc.03-29-2010
Trevor O. IkwildMorgan StanleySignator Investors, Inc.06-03-2013
Meaghan M JohnsonNorthwestern Mutual Investment Services, LLCSignator Investors, Inc.10-29-2010
David Marc BekensteinSignator Investors, Inc.Signator Investors, Inc.06-16-2016
Robert H. Bowden IIISummit Brokerage Services, Inc.Signator Investors, Inc.02-04-2016
William James Buehler Jr.Summit Brokerage Services, Inc.Signator Investors, Inc.07-22-2014
Jordan Erin BerryhillSummit Brokerage Services, Inc.Signator Investors, Inc.07-22-2014

Showing 1 to 23 of 23 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.