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

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Janice Regina BoothCommonwealth Financial NetworkLPL Financial LLC07-18-2019
Chad Wilford LangevinCommonwealth Financial NetworkTIAA-CREF Individual & Institutional Services, LLC04-01-2019
Timothy Douglas StowellCommonwealth Financial NetworkFidelity Personal and Workplace Advisors04-01-2019
Mark Joseph HanniganCommonwealth Financial NetworkSecurian Financial Services, Inc.03-19-2019
Leisl Lissfelt CordingCommonwealth Financial NetworkPeople's United Advisors, Inc.03-01-2019
Michael John GulishCommonwealth Financial NetworkLPL Financial LLC02-27-2019
John Joseph ZaprzalkaCommonwealth Financial NetworkLPL Financial LLC02-27-2019
John Louis WonnebergerCommonwealth Financial NetworkLPL Financial LLC02-27-2019
Daniel Joseph CainCommonwealth Financial NetworkLPL Financial LLC02-27-2019
Michael E MessinaCommonwealth Financial NetworkLPL Financial LLC02-27-2019
Iris M ConnerCommonwealth Financial NetworkCetera Advisor Networks LLC01-03-2019
James Patrick NewmanCommonwealth Financial NetworkPeak Point Capital Management, LLC12-04-2018
Teresa G BenningCommonwealth Financial NetworkBenning Financial Advisors11-01-2018
Kate Sophia ZienCommonwealth Financial NetworkAmeriprise Financial Services, LLC09-28-2018
Steven Mark DraczynskiCommonwealth Financial NetworkStrategic Advisers LLC06-04-2018
Kristen Emeline KaniaCommonwealth Financial NetworkAmeriprise Financial Services, LLC01-26-2018
Theresa Lee CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-15-2017
William Joseph CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
Carl Joseph CieplinskiCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
Lisa Obrien HurleyCommonwealth Financial NetworkFidelity Brokerage Services LLC04-26-2017
Daniel Michael DibuonoCommonwealth Financial NetworkUBS Financial Services Inc.03-31-2017
Magdalena JohndrowCommonwealth Financial NetworkJ.P. Morgan Securities LLC01-03-2017
Michael Salvatore Bartolotta JrCommonwealth Financial NetworkWells Fargo Clearing Services, LLC09-30-2016
Ryan Donald OlschefskieCommonwealth Financial NetworkStrategic Advisers LLC09-18-2015
Kevin David ParoCommonwealth Financial NetworkPrivate Advisor Group, LLC07-30-2015
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Showing 1 to 25 of 52 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.