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

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joel Bernard BoissiereMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC10-08-2020
Michael John CaputeStifel, Nicolaus & Company, IncorporatedEquitable Advisors, LLC10-08-2020
Thomas EasowAmeriprise Financial Services, LLCEquitable Advisors, LLC09-29-2020
Joseph Matthew FoxCitizens Securities, Inc.Equitable Advisors, LLC09-28-2020
Stephanie HarveyWoodbury Financial Services, Inc.Equitable Advisors, LLC09-01-2020
Leonard Alan FeigenbaumPruco Securities, LLC.Equitable Advisors, LLC08-31-2020
Kelly Delaisne PowersCetera Investment Services LLCEquitable Advisors, LLC08-26-2020
Devin AndreattaLPL Financial LLCEquitable Advisors, LLC08-18-2020
Dante Delemos IIIE*TRADE Securities LLCEquitable Advisors, LLC08-10-2020
Richard A LogalboMML Investors Services, LLCEquitable Advisors, LLC$15008-04-2020
Samantha Nicole CalaFidelity Brokerage Services LLCEquitable Advisors, LLC07-29-2020
Jared T MullinFidelity Brokerage Services LLCEquitable Advisors, LLC07-24-2020
Christian Vincent GrecoAmeriprise Financial Services, LLCEquitable Advisors, LLC07-09-2020
Patrick Thomas BayMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC07-02-2020
John James Thomson JrSecurities America, Inc.Equitable Advisors, LLC$2506-29-2020
Michael Paul ButenskySecurities America, Inc.Equitable Advisors, LLC$2506-26-2020
Denise Elizabeth ChiarellaSecurities America, Inc.Equitable Advisors, LLC06-26-2020
Frederick AzzurroSecurities America, Inc.Equitable Advisors, LLC06-26-2020
Gregg E MartinsenAmeriprise Financial Services, LLCEquitable Advisors, LLC$5006-19-2020
Lynda MartinsenAmeriprise Financial Services, LLCEquitable Advisors, LLC06-19-2020
Alexander Daniel TantleffCitigroup Global Markets Inc.Equitable Advisors, LLC$15006-16-2020
Robert Lee MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC06-08-2020
Jacob MaggyIndependent Brokerage Solutions LLCEquitable Advisors, LLC06-05-2020
Vito Michael PetrielloAllstate Financial Services, LLCEquitable Advisors, LLC05-29-2020
Anthony CostabileCetera Investment Services LLCEquitable Advisors, LLC05-15-2020
Next Page »

Showing 1 to 25 of 276 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12

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.