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
Jeremiah Guy Ramond JobColumbia Strategic Wealth Advisors, LLCHornor, Townsend & Kent, LLC08-31-2020
Jordan Anthony BinghamResources Investment AdvisorsHornor, Townsend & Kent, LLC08-31-2020
Sheldon Douglas SweeneyLPL Financial LLCHornor, Townsend & Kent, LLC08-01-2019
Daniel James KingmaCharles Schwab & Co., Inc.Hornor, Townsend & Kent, LLC07-11-2019
Lance Alan SevierCUNA Brokerage Services, Inc.Hornor, Townsend & Kent, LLC02-20-2019
David Eduardo BustamanteKey Investment Services LLCHornor, Townsend & Kent, LLC02-04-2019
Margaret Anne HaslachCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC01-25-2019
Lorelle Kaye FarberWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC$5001-24-2019
Scott Norman SettleWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC$15011-05-2018
Barrett James HenryWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC11-05-2018
Connor Scott BlackMoss Adams Wealth Advisors LLCHornor, Townsend & Kent, LLC10-09-2018
John Gregory HolmesCetera Investment Services LLCHornor, Townsend & Kent, LLC09-11-2018
Tinh Trong VuWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC07-27-2018
Matthew James WorthingtonWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC$1207-16-2018
Michael Todd RossmanWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC07-16-2018
Michael Steven McMartinLion Street Financial, LLCHornor, Townsend & Kent, LLC06-18-2018
Grant David MonsonLion Street Financial, LLCHornor, Townsend & Kent, LLC$15006-18-2018
Joshua B WhelanLion Street Financial, LLCHornor, Townsend & Kent, LLC$15006-18-2018
Zachary Joel HamiltonLion Street Financial, LLCHornor, Townsend & Kent, LLC06-18-2018
Robert W EvansFisher InvestmentsHornor, Townsend & Kent, LLC05-23-2018
Kristopher Kevin WestRaymond James Financial Services, Inc.Hornor, Townsend & Kent, LLC05-23-2016
John Edward SandstromLPL Financial LLCHornor, Townsend & Kent, LLC$2510-09-2014
Alexander Bradley CollinsPark Avenue Securities LLCHornor, Townsend & Kent, LLC06-06-2014
Jacob Thomas KemmererNYLIFE Securities LLCHornor, Townsend & Kent, LLC02-14-2014
Gary Douglas BlatterAllstate Financial Services, LLCHornor, Townsend & Kent, LLC02-05-2014
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Showing 1 to 25 of 27 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.