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

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James A BoyleCetera Investment Services LLCLPL Financial LLC07-20-2020
Michael Joseph St PierreCetera Investment Services LLCLPL Financial LLC06-24-2020
Steven Kamel SayeghCetera Investment Services LLCLPL Financial LLC$5004-16-2020
Ira Leslie AguadoCetera Investment Services LLCLPL Financial LLC04-14-2020
Richard Edward Talbot JrCetera Investment Services LLCLPL Financial LLC03-30-2020
John M RollinsCetera Investment Services LLCLPL Financial LLC01-27-2020
Gena Faye WolbrechtCetera Investment Services LLCLPL Financial LLC01-13-2020
Charles Steven KassatlyCetera Investment Services LLCLPL Financial LLC12-06-2019
Kristie L PassavantCetera Investment Services LLCLPL Financial LLC11-18-2019
Jenny Carolina GranadaCetera Investment Services LLCLPL Financial LLC11-16-2019
Kevin Meredith McCoy IICetera Investment Services LLCLPL Financial LLC$2510-30-2019
Cheryl Lynn EllingsonCetera Investment Services LLCLPL Financial LLC10-15-2019
Howard BrownCetera Investment Services LLCLPL Financial LLC$2510-04-2019
Christopher David ForcierCetera Investment Services LLCLPL Financial LLC08-23-2019
Jorge Cesar Escobedo JrCetera Investment Services LLCLPL Financial LLC06-28-2019
Jennifer A JagodzinskiCetera Investment Services LLCLPL Financial LLC05-09-2019
Jody W MyersCetera Investment Services LLCLPL Financial LLC05-08-2019
Devin Raymond DurocherCetera Investment Services LLCLPL Financial LLC$5005-08-2019
Thomas D LewisCetera Investment Services LLCLPL Financial LLC04-01-2019
Suman Lata SamiCetera Investment Services LLCLPL Financial LLC03-07-2019
Jason P MartinezCetera Investment Services LLCLPL Financial LLC03-01-2019
Mary Brooke BryanCetera Investment Services LLCLPL Financial LLC02-07-2019
Alexander ArangoCetera Investment Services LLCLPL Financial LLC01-14-2019
Brian Michael NeylandCetera Investment Services LLCLPL Financial LLC$2511-15-2018
Richard Ray SnowdenCetera Investment Services LLCLPL Financial LLC$1,00007-25-2018
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Showing 1 to 25 of 94 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.