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)

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
Charles George ByronFidelity Brokerage Services LLC1st Global Capital Corp.$5004-27-2015
Erin Renee RobbinsFidelity Brokerage Services LLC1st Global Capital Corp.04-14-2015
Tyler Andrew BurstynFidelity Brokerage Services LLCA.G.P / Alliance Global Partners07-17-2020
Shane Richard FarinaFidelity Brokerage Services LLCA.G.P / Alliance Global Partners10-18-2013
Randel Guerra Morris JrFidelity Brokerage Services LLCAbsolute Capital Management, LLC02-13-2017
Nicholas Gerard DejohnFidelity Brokerage Services LLCAdvisors Asset Management, Inc.10-17-2011
Sean Thomas RobertsFidelity Brokerage Services LLCAE Wealth Management, LLC05-08-2019
Sarah Mayberry FodreaFidelity Brokerage Services LLCAIG Capital Services, Inc.10-24-2015
Andrew Pasquantonio Di Di GuglielmoFidelity Brokerage Services LLCAIG Capital Services, Inc.07-22-2015
Susannah Terrell StuckeyFidelity Brokerage Services LLCAldrich Wealth LP05-01-2020
Nicholas Dana StevensFidelity Brokerage Services LLCAllen & Company of Florida, LLC09-08-2009
Ryan George DkaeFidelity Brokerage Services LLCAllianz Life Financial Services, LLC04-22-2019
Colby Simon ShermanFidelity Brokerage Services LLCAllstate Financial Services, LLC07-28-2020
Sandra A SambitoFidelity Brokerage Services LLCAllstate Financial Services, LLC03-26-2019
Kent Derek HuntleyFidelity Brokerage Services LLCAllstate Financial Services, LLC12-15-2017
Neal Nathaneal McmanusFidelity Brokerage Services LLCAllstate Financial Services, LLC11-03-2015
Ciara Corine MerrimanFidelity Brokerage Services LLCAllstate Financial Services, LLC05-14-2015
Taylor Andrew SkeesFidelity Brokerage Services LLCAllstate Financial Services, LLC12-01-2014
Paul James SullivanFidelity Brokerage Services LLCAllstate Financial Services, LLC05-20-2010
Daniel Roth LeveneFidelity Brokerage Services LLCAllworth Financial, L.P.08-13-2014
Kathleen Kemp SantosFidelity Brokerage Services LLCAlt Fund Distributors LLC$26406-26-2017
Morgan Tirrell RyanFidelity Brokerage Services LLCAltegris Investments, LLC10-14-2013
Niall Owen PattersonFidelity Brokerage Services LLCAmerican Capital Partners, LLC04-01-2015
James Phillip Gansner JrFidelity Brokerage Services LLCAmerican Century Investment Services Inc.06-08-2020
Jordan Michael TuckerFidelity Brokerage Services LLCAmerican Century Investment Services Inc.06-23-2017
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Showing 1 to 25 of 1,830 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.