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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Silverman Amy Legate360 Wealth ManagementLPL Financial LLC$6511-01-2016
Rick Brown Grant Brown360 Wealth ManagementLPL Financial LLC$6009-29-2016
John Bailey360 Wealth ManagementLPL Financial LLC$6105-04-2016
Karen Elizabeth Soroka4th River Financial Group, Inc.LPL Financial LLC09-16-2009
Ian Keith DietzA.G.P / Alliance Global PartnersLPL Financial LLC$12509-22-2020
Janet Sarah GrimmA.G.P / Alliance Global PartnersLPL Financial LLC05-01-2020
Philip Yin-Chak LangAccel Advisors, Inc.LPL Financial LLC$15010-14-2014
Steven Franklin BrandtAcorn Financial Advisory Services, Inc.LPL Financial LLC12-08-2017
Roger Wesley JohnsonACT AdvisorsLPL Financial LLC$2511-19-2014
Brian David WeckmanActis Wealth ManagementLPL Financial LLC$4812-23-2019
Dwight D PetersonAdvantage Wealth AdvisorsLPL Financial LLC11-28-2017
Josh FEINAdvicePeriod, LLCLPL Financial LLC10-26-2016
Ronald FatoullahAdvicePeriod, LLCLPL Financial LLC10-25-2016
Tara Brooke HoweyAdvisor Resource CouncilLPL Financial LLC08-15-2018
Kathleen Ann EckersonAdvisory Alpha, LLCLPL Financial LLC12-23-2015
Wendy Lesa Gipson-FitzpatrickAdvisory Group Equity Services Ltd.LPL Financial LLC$1002-07-2020
Scott Douglas WilliamsAdvisory Services NetworkLPL Financial LLC08-29-2018
Bradley David ChurchAdvisory Services NetworkLPL Financial LLC03-14-2016
Garrett Andrew AhrensAhrens Investment Partners, LLCLPL Financial LLC08-20-2015
Kevin Joseph SimoneauxAhrens Investment Partners, LLCLPL Financial LLC08-20-2015
Dee Douglas BecquetAhrens Investment Partners, LLCLPL Financial LLC08-20-2015
Christopher S St GermainAhrens Investment Partners, LLCLPL Financial LLC$4008-18-2015
Ronald Paul LegeAhrens Investment Partners, LLCLPL Financial LLC08-18-2015
Edward Scott SheaAhrens Investment Partners, LLCLPL Financial LLC08-18-2015
Michael Scott AkinsAkins Financial, LLCLPL Financial LLC08-09-2016
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Showing 1 to 25 of 3,375 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.