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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aarikka Jean BurgessKestra Investment Services, LLCEquitable Advisors, LLC10-18-2017
Aaron Brett VasquezWells Fargo Clearing Services, LLCEquitable Advisors, LLC04-29-2020
Aaron C LelandNYLIFE Securities LLCEquitable Advisors, LLC06-07-2013
Aaron Cosmo MontezLincoln Financial Advisors CorporationEquitable Advisors, LLC$5005-01-2014
Aaron David DyasMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC03-21-2019
Aaron James NickoletteNorthwestern Mutual Investment Services, LLCEquitable Advisors, LLC04-16-2020
Aaron Joseph PlautzPrincipia Wealth Advisory, LLCEquitable Advisors, LLC03-03-2010
Aaron Matthew CarvajalPurshe Kaplan Sterling InvestmentsEquitable Advisors, LLC11-15-2019
Aaron Michael CooperbandWoodbury Financial Services, Inc.Equitable Advisors, LLC07-22-2010
Aaron Mitchell LaranettoFidelity Brokerage Services LLCEquitable Advisors, LLC06-19-2020
Aaron Paul LangstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC05-25-2018
Aaron StanleyLincoln Financial Advisors CorporationEquitable Advisors, LLC01-04-2016
Abel MolinaLPL Financial LLCEquitable Advisors, LLC10-09-2019
Abraham CecenaSecurities America, Inc.Equitable Advisors, LLC07-06-2020
Abraham Paul Mansour SrLPL Financial LLCEquitable Advisors, LLC01-07-2011
Adam C MorganAmerican Portfolios Financial Services, Inc.Equitable Advisors, LLC10-03-2014
Adam David GooleyCRI Securities, LLCEquitable Advisors, LLC08-28-2015
Adam J WeisbergPruco Securities, LLC.Equitable Advisors, LLC04-28-2015
Adam M LamarNorthwestern Mutual Investment Services, LLCEquitable Advisors, LLC06-25-2020
Adam M PhillipichCambridge Investment Research, Inc.Equitable Advisors, LLC05-01-2020
Adam Matthew AltmanFidelity Brokerage Services LLCEquitable Advisors, LLC07-12-2010
Adam Michael JarochFirst Allied Securities, Inc.Equitable Advisors, LLC11-24-2014
Adam Mills HigginsFirst Heartland Capital, Inc.Equitable Advisors, LLC10-05-2018
Adam Perry GemmerAmeriprise Financial Services, LLCEquitable Advisors, LLC02-01-2018
Adam Scott VartanyanLPL Financial LLCEquitable Advisors, LLC04-01-2010
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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.