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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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Leo SchettlerInfinex Investments, Inc.PFS Investments Inc.10-20-2018
Aaron Matthew IveyFidelity Brokerage Services LLCScottrade, Inc.04-25-2018
Adam Christopher CarrCornbelt Financial, LLCJFTHOMPSON WEALTH MANAGEMENT12-07-2018
Adam Ryan SmithKey Investment Services LLCNYLIFE Securities LLC10-05-2018
Alan Michael RomeroAllstate Financial Services, LLCBBVA Securities Inc.$6205-14-2018
Alex SheppardGlobal View Capital Management, LTDTransamerica Financial Advisors, Inc08-29-2018
Alexa B. BrascettaCWM, LLCLPL Financial LLC10-24-2018
Alexa B. BrascettaLPL Financial LLCSammons Financial Network, LLC06-15-2018
Alexander C. AnttilaBBVA Securities Inc.Waddell & Reed02-13-2018
Alexandra Nicole AitkenAmeriprise Financial Services, LLCFidelity Brokerage Services LLC04-03-2018
Alfred Isaac PetrossWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-19-2018
Allan Dean WarpnessLPL Financial LLCProEquities, Inc.02-15-2018
Amanda Frances BumgarnerWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.05-18-2018
Amanda Lea ArthurCreighton Retirement PartnersKestra Investment Services, LLC06-08-2018
Amber M. SandhoffAllstate Financial Services, LLCFarmers Financial Solutions, LLC08-22-2018
Amy Lea BoydPrivate Capital Management, LLCWAGNER WEALTH MANAGEMENT, LLC03-27-2018
Amy Marie GibsonRobert W. Baird & Co. IncorporatedStrategic Advisers LLC06-07-2018
Andrew Austin RoitzTIAA-CREF Individual & Institutional Services, LLCWells Fargo Clearing Services, LLC03-26-2018
Andrew Charles RamunnoWells Fargo Clearing Services, LLCMorgan Stanley03-26-2018
Andrew Michael AbelleiraCharles Schwab & Co., Inc.Scottrade, Inc.03-02-2018
Andrew Michael PalmasanoRaymond James Financial Services, Inc.Black Creek Capital Markets, LLC09-28-2018
Andrew P. WitherowAmeriprise Financial Services, LLCATEL Securities Corporation07-03-2018
Ann Holland Boontru Independence Asset Management, LLCUBS Financial Services Inc.09-25-2018
Anne Marie NagyGWFS Equities, Inc.MML Investors Services, LLC06-25-2018
Anthony F StedemRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$501-12-2018
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Showing 1 to 25 of 458 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.