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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q4 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
Agim DevaLPL Financial LLCCetera Investment Services LLC08-25-2020
Bryan James CenkyLPL Financial LLCCetera Investment Services LLC08-04-2020
William Arthur BaxterLPL Financial LLCCetera Investment Services LLC07-31-2020
Vernon Terrell Kalmbach JrLPL Financial LLCCetera Investment Services LLC$10005-13-2020
John Delaney FosterLPL Financial LLCCetera Investment Services LLC05-13-2020
Jenifer GilchristLPL Financial LLCCetera Investment Services LLC05-13-2020
Justin Michael CarriereLPL Financial LLCCetera Investment Services LLC04-01-2020
Peter DeSantisLPL Financial LLCCetera Investment Services LLC$10003-27-2020
Jeffery Adam VandiverLPL Financial LLCCetera Investment Services LLC03-25-2020
Joshua Steven DailyLPL Financial LLCCetera Investment Services LLC02-03-2020
George LyLPL Financial LLCCetera Investment Services LLC$1301-09-2020
Brian John KujawaLPL Financial LLCCetera Investment Services LLC01-06-2020
Nestor SchpalianskyLPL Financial LLCCetera Investment Services LLC11-27-2019
David Paul KanneLPL Financial LLCCetera Investment Services LLC$5010-21-2019
Daniel Lee JonesLPL Financial LLCCetera Investment Services LLC$2510-03-2019
Trevor Moore JohnsonLPL Financial LLCCetera Investment Services LLC09-27-2019
Kamal Vikus PillayLPL Financial LLCCetera Investment Services LLC09-27-2019
Cheston Michael ChengLPL Financial LLCCetera Investment Services LLC09-27-2019
Robert Thanh TranLPL Financial LLCCetera Investment Services LLC09-27-2019
David Alan PritchardLPL Financial LLCCetera Investment Services LLC08-06-2019
Bobby ThibodeauxLPL Financial LLCCetera Investment Services LLC05-15-2019
Brian Scott McclearyLPL Financial LLCCetera Investment Services LLC04-30-2019
Joshua James VondranLPL Financial LLCCetera Investment Services LLC04-30-2019
Michael Y HatchellLPL Financial LLCCetera Investment Services LLC03-18-2019
William Rothwell WilcoxLPL Financial LLCCetera Investment Services LLC$2512-17-2018
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Showing 1 to 25 of 127 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.