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)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Schuler Eberhardt IiiA & I Financial Services, LLCEquitable Advisors, LLC$10004-10-2013
Chad Michael HarmonA & I Financial Services, LLCEquitable Advisors, LLC$15004-13-2010
Jesse T PorterAdvicePeriod, LLCEquitable Advisors, LLC02-08-2019
Nicholas John LetterAdvisors Management Group IncEquitable Advisors, LLC03-04-2013
Douglas Ryan JacksonAdvisory Services NetworkEquitable Advisors, LLC05-16-2019
William Michael JonesAdvisory Services NetworkEquitable Advisors, LLC04-17-2019
Keith Edward LockwoodAE Wealth Management, LLCEquitable Advisors, LLC01-15-2019
Patrick Klein LunderganAlbion Financial GroupEquitable Advisors, LLC08-20-2019
Amanda M DunneAllianceBernstein L.P.Equitable Advisors, LLC$2505-31-2013
Parker Josiah TroutnerAllied Wealth ManagementEquitable Advisors, LLC05-08-2018
Myron D SafrittAllstate Financial Services, LLCEquitable Advisors, LLC09-17-2020
Connor David VanderbrugAllstate Financial Services, LLCEquitable Advisors, LLC06-24-2020
Vito Michael PetrielloAllstate Financial Services, LLCEquitable Advisors, LLC05-29-2020
Matthew Trahan GoelzerAllstate Financial Services, LLCEquitable Advisors, LLC03-12-2020
Richard ChanAllstate Financial Services, LLCEquitable Advisors, LLC07-26-2019
Bryan James BaccaroAllstate Financial Services, LLCEquitable Advisors, LLC06-03-2019
William Henry GalarzaAllstate Financial Services, LLCEquitable Advisors, LLC05-24-2018
Francis Giovanni De LemosAllstate Financial Services, LLCEquitable Advisors, LLC07-19-2017
Joseph Douglas VandervortAllstate Financial Services, LLCEquitable Advisors, LLC07-28-2016
Daniel B JensenAllstate Financial Services, LLCEquitable Advisors, LLC04-21-2014
Russell Allen PadgettAllstate Financial Services, LLCEquitable Advisors, LLC02-10-2014
Linda Marie HeckathornAllstate Financial Services, LLCEquitable Advisors, LLC06-25-2013
Maria L MoralesAllstate Financial Services, LLCEquitable Advisors, LLC05-30-2013
Cynthia Ann WalkerAllstate Financial Services, LLCEquitable Advisors, LLC05-15-2013
Larry Michael TomaszewskiAllstate Financial Services, LLCEquitable Advisors, LLC$2501-20-2010
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Showing 1 to 25 of 1,581 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.