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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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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
A Paul OlsenBenjamin F. Edwards & Company, Inc.Wells Fargo Advisors Financial Network, LLC12-04-2009
Aaron G TachonHarbour Investments, Inc.New England Securities05-18-2012
Aaron J. HeidenScottrade, Inc.Edward Jones10-16-2012
Aaron Jay WursterSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Aaron Jay WursterQuestar Capital CorporationForesters Equity Services, Inc.10-08-2018
Aaron K. KoykkariBMO Harris Financial Advisors, Inc.Edward Jones09-24-2019
Aaron Kurt SeemanRoyal Alliance Associates, Inc.Harbour Investments, Inc.$1001-02-2020
Aaron Kyle BohmU.S. Bancorp Investments, Inc.Associated Investment Services, Inc.01-21-2020
Aaron Kyle BohmAssociated Investment Services, Inc.Thrivent Investment Management Inc.03-17-2016
Aaron Kyle YoungWoodbury Financial Services, Inc.Ausdal Financial Partners, Inc.11-02-2015
Aaron Matthew SpitznerRaymond James Financial Services, Inc.BMO Investment Distributors, LLC11-21-2016
Aaron Michael LawryLPL Financial LLCChase Investment Services Corp.09-13-2012
Aaron Michael LawryChase Investment Services Corp.Edward Jones03-30-2010
Aaron T OlsonWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.03-12-2019
Aaron T OlsonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-12-2012
Aaron Thomas BilitzPackerland Brokerage Services, Inc.Thrivent Investment Management Inc.12-06-2013
Aaron Timothy KowalRaymond James Financial Services, Inc.SagePoint Financial, Inc.08-10-2009
Abraham A. GoldbergWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-10-2010
Adam David GafnerWoodbury Financial Services, Inc.LPL Financial LLC$2510-23-2017
Adam David GafnerLPL Financial LLCAssociated Investment Services, Inc.$2507-27-2015
Adam E LonglaisNicolet Advisory Services, LLCKellogg Asset Management, LLC04-04-2019
Adam J AusloosAdviceWorks Wealth Advisors LLCAdviceWorks Wealth Advisors LLC06-18-2017
Adam J AusloosAdviceWorks Wealth Advisors LLCAmeriprise Financial Services, LLC07-20-2016
Adam J AusloosAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-23-2014
Adam J AusloosMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2012
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Showing 1 to 25 of 3,233 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.