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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Crawford ChigasMorgan StanleyStrategic Advisers LLC03-13-2017
Andrew Edmund HammondAAFCPAs Wealth Management, LLCStrategic Advisers LLC05-03-2017
Aric Earle Harry FriendCitizens Securities, Inc.Strategic Advisers LLC02-28-2011
Brian F WilderMorgan StanleyStrategic Advisers LLC$1,00009-16-2011
Carl Spiros Aloupis JrUBS Financial Services Inc.Strategic Advisers LLC01-24-2013
Christopher Mark TildenFinancial Navigators Inc.Strategic Advisers LLC01-20-2017
Dana Edmond GilpatrickCambridge Investment Research, Inc.Strategic Advisers LLC06-03-2013
Daniel Patrick WhitingMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC02-22-2018
Derek Christopher DeangelisPeak Wealth Management LLCStrategic Advisers LLC11-16-2015
Devin Michael CallinanUBS Financial Services Inc.Strategic Advisers LLC06-13-2018
Edward A DarraghMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC06-15-2012
Gregg Robert ManisLPL Financial LLCStrategic Advisers LLC03-13-2013
James Allen ValisLPL Financial LLCStrategic Advisers LLC$15003-13-2013
John Anthony Gray JrSantander Securities LLCStrategic Advisers LLC01-05-2018
John Anthony HayekCharles Schwab & Co., Inc.Strategic Advisers LLC07-19-2013
John Henry KonetznyThe Practical PlannerStrategic Advisers LLC03-22-2016
John Thomas GarrityPeak Wealth Management LLCStrategic Advisers LLC11-16-2015
Joseph P Marsden JrAdvisory Group Equity Services Ltd.Strategic Advisers LLC$2504-29-2009
Kevin Russell WebberHeritage Financial Services, LLCStrategic Advisers LLC10-06-2016
Kristina Marianne ReganFinArc Investments, Inc.Strategic Advisers LLC08-18-2020
Lee Michael GenerousLPL Financial LLCStrategic Advisers LLC01-12-2015
Lisa Mary VirelloMorgan StanleyStrategic Advisers LLC$5007-15-2011
Marc Melvin HirtleMeridian Financial Services, Inc.Strategic Advisers LLC04-27-2015
Mark LehoullierRaymond James Financial Services, Inc.Strategic Advisers LLC10-28-2016
Matthew D MetrawCommonwealth Financial NetworkStrategic Advisers LLC$1007-28-2014
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Showing 1 to 25 of 33 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.