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
Dewey Wade HildebrandAllstate Financial Services, LLCMML Investors Services, LLC05-13-2016
Brian William YeakleyCambridge Investment Research, Inc.MML Investors Services, LLC$5011-01-2018
James Oneil StewartCambridge Investment Research, Inc.MML Investors Services, LLC03-23-2018
Steven Charles HakalaCambridge Investment Research, Inc.MML Investors Services, LLC11-15-2017
David Evans HuntCambridge Investment Research, Inc.MML Investors Services, LLC11-19-2010
Mark John ErtelCapital Advisory Services, LLCMML Investors Services, LLC$1006-03-2013
David Lee TroutmanCetera Advisor Networks LLCMML Investors Services, LLC01-23-2018
Daniel Joseph RudskiCetera Advisors LLCMML Investors Services, LLC$2501-28-2014
Jim Steiner MontgomeryCitizens Securities, Inc.MML Investors Services, LLC11-20-2019
Robert KishCitizens Securities, Inc.MML Investors Services, LLC10-31-2019
Bernard Thomas Garrah JrCleveland Wealth, LLCMML Investors Services, LLC05-04-2019
John Bernard BlattCleveland Wealth, LLCMML Investors Services, LLC05-02-2019
Timothy Charles Farley JrCleveland Wealth, LLCMML Investors Services, LLC05-02-2019
Corbin John BlackburnCleveland Wealth, LLCMML Investors Services, LLC05-02-2019
Douglas William SockmanCleveland Wealth, LLCMML Investors Services, LLC04-26-2016
James E BurnorCroak Asset ManagementMML Investors Services, LLC08-07-2019
Sean Michael MccoyEquitable Advisors, LLCMML Investors Services, LLC01-22-2019
Jeremy L SchlueterFarmers Financial Solutions, LLCMML Investors Services, LLC$806-02-2010
Todd Daniel WilliamsFidelity Brokerage Services LLCMML Investors Services, LLC02-24-2015
David Allen TheissFifth Third Securities, Inc.MML Investors Services, LLC10-10-2018
Michael P JonesFifth Third Securities, Inc.MML Investors Services, LLC12-21-2017
Adam BrentlingerFifth Third Securities, Inc.MML Investors Services, LLC02-03-2014
Ryan Andrew SmithFortune Financial Services, Inc.MML Investors Services, LLC08-31-2009
Charles William CoonsHamilton CapitalMML Investors Services, LLC07-05-2018
Adriana Marie HawkHornor, Townsend & Kent, LLCMML Investors Services, LLC02-07-2020
Next Page »

Showing 1 to 25 of 54 entries

Page 1 | 2 | 3

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.