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
Christopher Neal AldersonNYLIFE Securities LLCMetLife Securities Inc.$5004-06-2017
Thinh Quoc NguyenNYLIFE Securities LLCMetLife Securities Inc.$501-20-2017
Stephen T CarrilloNYLIFE Securities LLCMetLife Securities Inc.$2511-21-2016
David KoberNYLIFE Securities LLCMetLife Securities Inc.08-31-2016
Nakiya N DansoNYLIFE Securities LLCMetLife Securities Inc.05-05-2016
Jonathan Geoffrey MeadNYLIFE Securities LLCMetLife Securities Inc.05-04-2016
Thomas Ludford McNairNYLIFE Securities LLCMetLife Securities Inc.$2503-14-2016
Howard Glenn HannaNYLIFE Securities LLCMetLife Securities Inc.01-26-2016
William Benjamin Allen McNairNYLIFE Securities LLCMetLife Securities Inc.$5001-13-2016
Justine H ChonNYLIFE Securities LLCMetLife Securities Inc.12-11-2015
Barrington Anthony Martin HewittNYLIFE Securities LLCMetLife Securities Inc.09-16-2015
Sandy Bhagwandai WilbertNYLIFE Securities LLCMetLife Securities Inc.07-15-2015
Anna ChuNYLIFE Securities LLCMetLife Securities Inc.05-26-2015
Choddie Toi BryantNYLIFE Securities LLCMetLife Securities Inc.05-06-2015
Wilson ImasogieNYLIFE Securities LLCMetLife Securities Inc.12-17-2014
Edward Herbert Brenmark IIINYLIFE Securities LLCMetLife Securities Inc.10-28-2014
Albert Stanley MosherNYLIFE Securities LLCMetLife Securities Inc.03-21-2014
Bruce Edward DowellNYLIFE Securities LLCMetLife Securities Inc.02-05-2014
Lawrence Rex PanarielloNYLIFE Securities LLCMetLife Securities Inc.10-21-2013
Chun Mei Mei ChenNYLIFE Securities LLCMetLife Securities Inc.04-23-2013
Sohail DuraniNYLIFE Securities LLCMetLife Securities Inc.01-25-2013
Christina Chunglih HsuNYLIFE Securities LLCMetLife Securities Inc.11-14-2012
Matthew Scott WorthingtonNYLIFE Securities LLCMetLife Securities Inc.10-05-2012
Muhammad UsmanNYLIFE Securities LLCMetLife Securities Inc.10-02-2012
George Vlandimir CzaplinskiNYLIFE Securities LLCMetLife Securities Inc.07-18-2012
Next Page »

Showing 1 to 25 of 38 entries

Page 1 | 2

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.