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

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron A DelsignoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$5010-05-2012
Aaron Elton HallJ.P. Morgan Securities LLCUBS Financial Services Inc.07-17-2019
Aaron H FiskeB. Riley Wealth ManagementUBS Financial Services Inc.08-30-2017
Aaron Jason SotakMorgan StanleyUBS Financial Services Inc.$10006-17-2010
Aaron Joseph VilfordiAmeriprise Financial Services, LLCUBS Financial Services Inc.11-16-2018
Aaron Joshua Stiller ArgabrightFidelity Brokerage Services LLCUBS Financial Services Inc.06-16-2009
Aaron Michael ByrkitBland Garvey Wealth Advisors, LLCUBS Financial Services Inc.03-16-2015
Aaron Paul KingstonRBC Capital Markets, LLCUBS Financial Services Inc.$2509-13-2019
Aaron Paynter AmmermanAlpha Financial Partners LLCUBS Financial Services Inc.$5001-14-2020
Abe PomerancWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-14-2019
Abraham ChehebarMorgan StanleyUBS Financial Services Inc.03-31-2016
Abraham MaghsoudiWells Fargo Clearing Services, LLCUBS Financial Services Inc.$15007-26-2019
Achilles KontoyiannisMorgan StanleyUBS Financial Services Inc.09-25-2020
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Adam Christopher BrownRaymond James Financial Services, Inc.UBS Financial Services Inc.$15006-03-2020
Adam Christopher VilfordiAmeriprise Financial Services, LLCUBS Financial Services Inc.11-16-2018
Adam D PiattMorgan StanleyUBS Financial Services Inc.$5004-29-2015
Adam David ProgerRaymond James & Associates, Inc.UBS Financial Services Inc.09-03-2019
Adam Jay BornsteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$7810-01-2010
Adam Jeffrey CoonsDaniel Investment Associates, LLCUBS Financial Services Inc.07-11-2016
Adam Manna QuarelloOppenheimer & Co. Inc.UBS Financial Services Inc.$15004-06-2009
Adam Nathan PendletonMorgan StanleyUBS Financial Services Inc.11-07-2014
Adam Scott HessPurshe Kaplan Sterling InvestmentsUBS Financial Services Inc.06-12-2020
Adam Seth KreutnerRBC Capital Markets, LLCUBS Financial Services Inc.08-16-2018
Adam Thomas OShieldsRaymond James Financial Services, Inc.UBS Financial Services Inc.$15007-07-2014
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Showing 1 to 25 of 3,755 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.