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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alicia Dione TurnerPFS Investments Inc.Foresters Financial Services, Inc.08-20-2019
Joshua AguirreMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.08-02-2019
Aleedra Junnei PriceVALIC Financial Advisors, Inc.Foresters Financial Services, Inc.03-25-2019
Carlos Antonio HernandezMercer Global Advisors Inc.Foresters Financial Services, Inc.01-15-2019
Jakob Alexander CokerSecurian Financial Services, Inc.Foresters Financial Services, Inc.08-15-2018
Moises TorresBBVA Securities Inc.Foresters Financial Services, Inc.04-17-2017
Jamie L ThompsonNorthwestern Mutual Investment Services, LLCForesters Financial Services, Inc.07-11-2016
Daniel Clement FeilerSecurian Financial Services, Inc.Foresters Financial Services, Inc.05-10-2016
Nicholas Joseph BakerSecurian Financial Services, Inc.Foresters Financial Services, Inc.04-29-2016
Gabriel Rangel IILPL Financial LLCForesters Financial Services, Inc.07-26-2010
William Anthony HendersonLPL Financial LLCForesters Financial Services, Inc.$2507-26-2011
James Ross TrioloLPL Financial LLCForesters Financial Services, Inc.$2504-09-2009
Bradley Troy HacklerLPL Financial LLCForesters Financial Services, Inc.$5009-15-2011
Jack Lorn ClineAllstate Financial Services, LLCForesters Financial Services, Inc.$10004-27-2009
John Scott WilliamsLPL Financial LLCForesters Financial Services, Inc.$1,00007-26-2010

Showing 1 to 15 of 15 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.