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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth Merrill BlitzFirst Heartland Capital, Inc.Walnut Street Securities, Inc.09-29-2009
Eric Brian Smith JrJ.W. Cole Financial, Inc.Walnut Street Securities, Inc.03-14-2011
Eric Zeitlin Todd Moll Lee Hediger Scott MontgomeryRaymond JamesWalnut Street Securities, Inc.$1,00008-30-2013
Lisa Antoinette DonelsonRaymond James Financial Services, Inc.Walnut Street Securities, Inc.09-04-2013
Alysia A BerberianRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Todd Anthony MollRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$43208-30-2013
Eric Paul ZeitlinRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Lee Frederick HedigerRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Brendan Thomas HayesRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Megan Ann EdelsonRaymond James Financial Services, Inc.Walnut Street Securities, Inc.$2508-30-2013
Sean Thomas DevineyRaymond James Financial Services, Inc.Walnut Street Securities, Inc.08-30-2013
Frankie BrinVoya Financial Advisors, Inc.Walnut Street Securities, Inc.$6008-21-2013

Showing 1 to 12 of 12 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.