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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
Thomas Andrew BurkeSecurities America, Inc.Ameriprise Financial Services, LLC$10001-03-2019
Sarah Beth Hartmann BurkemperSecurities America, Inc.Ameriprise Financial Services, LLC$2501-03-2019
Mary Colleen BeckemeyerSecurities America, Inc.Ameriprise Financial Services, LLC$2501-03-2019
Joseph Benjamin StrikeSecurities America, Inc.Ameriprise Financial Services, LLC$5001-03-2019
Jeffrey Richard FiehlerSecurities America, Inc.Ameriprise Financial Services, LLC$5001-03-2019
Robert Ellis PayneSecurities America, Inc.Questar Capital Corporation01-02-2019
Charles Alexander Lutzow Jr.Securities America, Inc.Questar Capital Corporation$5001-02-2019
John Taylor MorrowSecurities America, Inc.Questar Capital Corporation$2501-02-2019
Cheryl S. GlazerSecurities America, Inc.Questar Capital Corporation$2512-27-2018
Frank John CaliseSecurities America, Inc.Questar Capital Corporation12-26-2018
Edward Henry RodriguezSecurities America, Inc.Questar Capital Corporation12-26-2018
Thomas Donald BenscoterSecurities America, Inc.Questar Capital Corporation12-26-2018
Eric Bernard McGinleySecurities America, Inc.Park Avenue Securities LLC12-26-2018
Timothy Charles StatesSecurities America, Inc.LifeMark Securities Corp.$5012-21-2018
Kenneth John McManusSecurities America, Inc.LPL Financial LLC12-21-2018
Scott Edward FluetSecurities America, Inc.LPL Financial LLC12-21-2018
Nancy Sue StarrSecurities America, Inc.The Strategic Financial Alliance, Inc.12-21-2018
Khaled Abdal-Hakim KhirfanSecurities America, Inc.Questar Capital Corporation12-21-2018
Jason Michael HallmarkSecurities America, Inc.Northwestern Mutual Investment Services, LLC12-20-2018
Jonathan Steven HayesSecurities America, Inc.Fifth Third Securities, Inc.12-20-2018
Michael Craig BucherSecurities America, Inc.Questar Capital Corporation$5012-18-2018
Jill Aaron BrandonSecurities America, Inc.Cetera Advisor Networks LLC$5012-18-2018
David Charles QuickSecurities America, Inc.Cambridge Investment Research, Inc.$5012-18-2018
Nicole J HardingSecurities America, Inc.Cambridge Investment Research, Inc.12-18-2018
Abdalhakim Anwar KhirfanSecurities America, Inc.Questar Capital Corporation12-17-2018
Next Page »

Showing 1 to 25 of 215 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.