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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph MisiewiczWells Fargo Clearing Services, LLCINVEST FINANCIAL CORPORATION06-29-2018
Jennifer A SeguineCetera Investment Services LLCINVEST Financial Corporation02-22-2018
Christopher MartinoCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Damian Kerry ReillyCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Gregory Anthony LongoCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Thomas James Noon JrCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Donatello Dario BollettinoCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Albert L RichCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Christopher Robert LapierreCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Edyta B KarwowskiCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Dinesh JaniCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Urja S ShahCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Andrew W BoothCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Gerard ValentiCetera Investment Services LLCINVEST Financial Corporation12-06-2017
Michael John Oldham AlbergaSecurities America, Inc.INVEST Financial Corporation12-04-2017
William Joseph Logue IIIThe Investment Center, Inc.INVEST Financial Corporation11-27-2017
Matthew G FilikThe Investment Center, Inc.INVEST Financial Corporation11-27-2017
Michael John OmelioJ.P. Morgan Securities LLCINVEST Financial Corporation11-15-2017
Michael Albert MuzikarEquitable Advisors, LLCINVEST Financial Corporation11-14-2017
Joseph Alfred LangellaWells Fargo Clearing Services, LLCINVEST Financial Corporation09-29-2017
Michael John DunleavySantander Securities LLCINVEST Financial Corporation01-15-2016
Kambiz SaadatCetera Investment Services LLCINVEST Financial Corporation$1012-06-2017
Anne KraljicSecurities America, Inc.INVEST Financial Corporation$2512-19-2017
Gideon BernhardCetera Investment Services LLCINVEST Financial Corporation$2512-06-2017
Robert Edmund Lutz JrLincoln Financial Advisors CorporationINVEST Financial Corporation$2506-08-2017
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Showing 1 to 25 of 27 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.