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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Konstantinovich ChernukhaForefront Wealth ManagementWells Fargo Clearing Services, LLC01-11-2019
Edward Joseph BarnesBLB & B Advisors, LLCTHE GWYNEDD COMPANY01-10-2019
Bryan E AdamsonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-10-2019
Donte Tyree LloydMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-10-2019
Brianna Lynn BarnesBLB & B Advisors, LLCTHE GWYNEDD COMPANY01-10-2019
Anthony James LandauPopa Financial Services, Inc.Venn Wealth & Benefit Services, LLC01-08-2019
Fan FengMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.01-08-2019
Andrew Jonathan DouglasCitizens Securities, Inc.Ameriprise Financial Services, LLC01-07-2019
Derrick J ArnoldCitizens Securities, Inc.CUSO Financial Services, L.P.01-07-2019
Melinda Jean McCubbinEquita Financial Network, Inc.TRUMAN WEALTH ADVISORS01-07-2019
Andrew Albert Koch JrAmerican Portfolios Financial Services, Inc.Avantax Investment Services, Inc.01-04-2019
Donald S SchultzForefront Wealth ManagementWells Fargo Clearing Services, LLC01-04-2019
Richard R KulbackiLPL Financial LLCEquitable Advisors, LLC01-03-2019
Michael Anthony ScavulloSolebury Asset Management LLCSummit Financial Group Inc01-02-2019
Charles Richard KorgerAreteCarson Choice Retirement Solutions, Inc.01-02-2019
Stephanie White McCulloughPrivate Advisor Group, LLCTriad Advisors LLC01-02-2019
Michael John Henzes JrOpen Wealth NetworkRoyal Alliance Associates, Inc.01-02-2019
Julie Anne BramlittInfinex Investments, Inc.Cetera Financial Specialists LLC01-02-2019
Tiffany R GuittapInfinex Investments, Inc.WesBanco Securities, Inc.01-02-2019
Bryan M MccloskeyRevisionist Wealth Advisors, LLCProsperity Economics Partners, LLC01-02-2019
Jared Vincent HeniginCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC01-02-2019
Jason A SnipeOdyssey Capital Advisors Inc.Saxony Securities, Inc.12-27-2018
Joseph J BaganskiSantander Securities LLCCitizens Securities, Inc.12-24-2018
David AmbartsumianMerrill Lynch, Pierce, Fenner & Smith IncorporatedMutual of Omaha Investor Services, Inc.12-24-2018
Christopher Joseph TopolewskiWick Capital Partners, LLCWest Capital Management12-21-2018
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Showing 1 to 25 of 44 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.