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
Yehuda KonstamMML Investors Services, LLCPark Avenue Securities LLC09-29-2020
Frank BonhommeMML Investors Services, LLCPark Avenue Securities LLC09-23-2020
Adamski CelestinNorthwestern Mutual Investment Services, LLCPark Avenue Securities LLC08-18-2020
Deborah Ann CrawfordMML Investors Services, LLCPark Avenue Securities LLC06-10-2020
Jeffry John WeldonLeigh Baldwin & Co., LLCPark Avenue Securities LLC$5005-20-2020
Peter Daniel GrasselRNR Securities, L.L.C.Park Avenue Securities LLC05-04-2020
Lawrence Jay HolzbergMML Investors Services, LLCPark Avenue Securities LLC$2505-01-2020
Thomas Smith Murray JrFSC Securities CorporationPark Avenue Securities LLC03-11-2020
Robert Nicholas Merckling JrEquity Services, Inc.Park Avenue Securities LLC03-06-2020
Matthew Jed RavdinCetera Advisor Networks LLCPark Avenue Securities LLC03-05-2020
Sheena Valene FisherMML Investors Services, LLCPark Avenue Securities LLC02-28-2020
Rhonda Joy SchwartzEquity Services, Inc.Park Avenue Securities LLC02-20-2020
John William TsigakosSecurian Financial Services, Inc.Park Avenue Securities LLC01-28-2020
Benjamin Timothy HussongCadaret, Grant & Co., Inc.Park Avenue Securities LLC01-02-2020
John PalazzettiMorgan StanleyPark Avenue Securities LLC$15012-11-2019
Louis G SackalCambridge Investment Research, Inc.Park Avenue Securities LLC11-18-2019
Zachary Walter TimmCitizens Securities, Inc.Park Avenue Securities LLC11-14-2019
Bruce Adam AnapolCitizens Securities, Inc.Park Avenue Securities LLC11-04-2019
Samantha ClarkMML Investors Services, LLCPark Avenue Securities LLC10-04-2019
Jack M SomerEquity Services, Inc.Park Avenue Securities LLC09-10-2019
Dyer Berton McCabe JrJarred Bunch Consulting, LLCPark Avenue Securities LLC07-02-2019
Christina L GetzJ.P. Morgan Securities LLCPark Avenue Securities LLC06-19-2019
Alex WilliamsPruco Securities, LLC.Park Avenue Securities LLC06-18-2019
Peter H LichtenbergEquity Services, Inc.Park Avenue Securities LLC06-17-2019
Matthew Forrester RiechNorthwestern Mutual Investment Services, LLCPark Avenue Securities LLC06-17-2019
Next Page »

Showing 1 to 25 of 91 entries

Page 1 | 2 | 3 | 4

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.