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)

Recruiting Gains

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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
Adrian Albert HedwigCUSO Financial Services, L.P.LPL Financial LLC01-26-2015
Andrew Michael LawrenceCUSO Financial Services, L.P.Raymond James Financial Services, Inc.10-31-2017
Callahan Wade WoolettCUSO Financial Services, L.P.VALIC Financial Advisors, Inc.07-30-2018
Charles Eric GrethCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-11-2015
Chase Alan NaccaratoCUSO Financial Services, L.P.Vanguard Marketing Corporation11-27-2018
Christina Ranae SchwindCUSO Financial Services, L.P.Cetera Advisor Networks LLC03-16-2016
Eric Javin ColtrainCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.11-13-2013
Eric Matthew MazemkeCUSO Financial Services, L.P.J.P. Morgan Securities LLC04-03-2017
Eric P StromCUSO Financial Services, L.P.Cetera Advisor Networks LLC$5011-18-2015
Erin BuchananCUSO Financial Services, L.P.Equitable Advisors, LLC06-07-2018
Jeremy Andrew HawkinsCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$15002-19-2019
Mark James KinneyCUSO Financial Services, L.P.Thrivent Investment Management Inc.05-24-2019
Mitch Wayne HamiltonCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15003-07-2016
Robert Lee StewartCUSO Financial Services, L.P.Cetera Advisor Networks LLC$15011-18-2015
Russell Glenn GochneaurCUSO Financial Services, L.P.Equitable Advisors, LLC09-28-2018
Ryan James GreenwoodCUSO Financial Services, L.P.PFS Investments Inc.05-17-2017
Thomas James JordanCUSO Financial Services, L.P.MML Investors Services, LLC06-17-2019
Timothy E ReichsteinCUSO Financial Services, L.P.Cetera Advisor Networks LLC11-18-2015
Wade Robert SchertenleibCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.11-13-2013
William Bruce Anderholt IICUSO Financial Services, L.P.Ameriprise Financial Services, LLC09-01-2020
William E LuskCUSO Financial Services, L.P.UBS Financial Services Inc.$5010-24-2017

Showing 1 to 21 of 21 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.