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

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
Charles C RadcliffeFirst Republic Securities Company, LLCMorgan Stanley10-16-2009
Maureen E McnallyFirst Republic Securities Company, LLCMorgan Stanley10-16-2009
Steve Charles VisnovskeFirst Republic Securities Company, LLCMorgan Stanley06-25-2019
Jenna Celina TrolsonFirst Republic Securities Company, LLCMorgan Stanley01-23-2020
Steve George CondosFirst Republic Securities Company, LLCMorgan Stanley$5005-22-2020
Kenneth J MorrisFirst Republic Securities Company, LLCMorgan Stanley$10005-22-2020
Anthony Peter PerosFirst Republic Securities Company, LLCMorgan Stanley$12505-22-2020
Jared Evan KatzmanFirst Republic Securities Company, LLCMorgan Stanley$15005-22-2020
Fortune Stephen Macri IIIFirst Republic Securities Company, LLCMorgan Stanley$5005-22-2020

Showing 1 to 9 of 9 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.