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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James BoudreauxLPL Financial LLCMetLife Securities Inc.$6111-15-2017
Troy R BangsLPL Financial LLCMetLife Securities Inc.03-24-2017
Susan Lois LightLPL Financial LLCMetLife Securities Inc.$2503-13-2017
Jason Borrasso Richard GanimLPL Financial LLCMetLife Securities Inc.$6002-23-2017
Richard Allen Ganim JrLPL Financial LLCMetLife Securities Inc.$5002-15-2017
Katherine A FibigerLPL Financial LLCMetLife Securities Inc.$2502-15-2017
Michael Gerard Obrien JrLPL Financial LLCMetLife Securities Inc.02-02-2017
Michael A KaupLPL Financial LLCMetLife Securities Inc.$501-20-2017
Omar Demond HolmesLPL Financial LLCMetLife Securities Inc.01-06-2017
Timothy BlattnerLPL Financial LLCMetLife Securities Inc.$5601-04-2017
Timothy John BlattnerLPL Financial LLCMetLife Securities Inc.01-04-2017
Zachary Thomas GorresLPL Financial LLCMetLife Securities Inc.12-14-2016
Kenneth James RoysterLPL Financial LLCMetLife Securities Inc.$2512-09-2016
Danica J RoysterLPL Financial LLCMetLife Securities Inc.12-09-2016
Steven Craig BatutisLPL Financial LLCMetLife Securities Inc.11-29-2016
Kyle Robert ArcandLPL Financial LLCMetLife Securities Inc.$2511-09-2016
Brad Mitchell CaplandLPL Financial LLCMetLife Securities Inc.11-09-2016
Charlene Renee GregoryLPL Financial LLCMetLife Securities Inc.11-09-2016
Charles James ReimersLPL Financial LLCMetLife Securities Inc.11-04-2016
Paul Andrew HeymanLPL Financial LLCMetLife Securities Inc.11-03-2016
Mark T LinnaneLPL Financial LLCMetLife Securities Inc.10-20-2016
Thomas Joseph UramLPL Financial LLCMetLife Securities Inc.$1910-19-2016
Matthew Joseph ZimaLPL Financial LLCMetLife Securities Inc.$8810-14-2016
Gregg Carol BuxtonLPL Financial LLCMetLife Securities Inc.$2510-10-2016
Jonathan SudkinLPL Financial LLCMetLife Securities Inc.10-07-2016
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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.