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
Sebastiano MancarellaCapital AnalystsSantander Securities LLC03-27-2014
Gary Paul DavidowichWells Fargo Clearing Services, LLCSantander Securities LLC06-05-2014
John Michael WelshCitizens Securities, Inc.Santander Securities LLC07-01-2014
Frank Alfred Hosmer JrWaddell & ReedSantander Securities LLC07-09-2014
Preston J WalkerCitizens Securities, Inc.Santander Securities LLC11-21-2014
Conrad Vincent WyattPNC InvestmentsSantander Securities LLC12-18-2014
Dwayne O MarshCitizens Securities, Inc.Santander Securities LLC04-10-2015
Lucy DigioiaVoya Financial Advisors, Inc.Santander Securities LLC$2506-29-2015
Stephanie Eileen MillerEdward JonesSantander Securities LLC$15010-09-2015
Howard S EckstutPNC InvestmentsSantander Securities LLC$15012-17-2015
Charles Joseph McCue IIILPL Financial LLCSantander Securities LLC11-30-2016
Reid Ira ChizikCitizens Securities, Inc.Santander Securities LLC12-07-2016
Thomas Baker HaynCitizens Securities, Inc.Santander Securities LLC12-27-2016
John DigiacomoLPL Financial LLCSantander Securities LLC$8306-01-2017
John Andrew DigiacomoLPL Financial LLCSantander Securities LLC06-01-2017
Wolfgang Alfons HeinLPL Financial LLCSantander Securities LLC06-02-2017
Michael A Billera-SmithRaymond James Financial Services, Inc.Santander Securities LLC06-02-2017
Wolfgang HeinLPL Financial LLCSantander Securities LLC$6706-05-2017
Nunzio ParibelloCitizens Securities, Inc.Santander Securities LLC06-27-2017
Edward TaylorLPL Financial LLCSantander Securities LLC$6409-06-2017
Michael James HickeyCetera Investment Services LLCSantander Securities LLC02-15-2018
Brian Douglas HipwellThrive Wealth Management, LLCSantander Securities LLC04-06-2018
Tyler Andrew FoleyKey Investment Services LLCSantander Securities LLC08-03-2018
Eric Nolan TharpTIAA-CREF Individual & Institutional Services, LLCSantander Securities LLC08-24-2018
Norah T EvansTIAA-CREF Individual & Institutional Services, LLCSantander Securities LLC09-06-2018
Next Page »

Showing 1 to 25 of 49 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.