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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott A BlackleyHornor, Townsend & Kent, LLCMetLife Securities Inc.12-07-2011
Peter H OwhHornor, Townsend & Kent, LLCMetLife Securities Inc.01-18-2012
Jeremy IslemanHornor, Townsend & Kent, LLCMetLife Securities Inc.$1308-27-2012
Sara FaitelsonHornor, Townsend & Kent, LLCMetLife Securities Inc.10-26-2012
James Robert CoteHornor, Townsend & Kent, LLCMetLife Securities Inc.$2501-17-2014
Jon Edward MaitzHornor, Townsend & Kent, LLCMetLife Securities Inc.$2505-12-2014
Nicholas R WeidmanHornor, Townsend & Kent, LLCMetLife Securities Inc.11-10-2014
Andrew Richard HauberHornor, Townsend & Kent, LLCMetLife Securities Inc.$2503-16-2015
Kevin David CrowleyHornor, Townsend & Kent, LLCMetLife Securities Inc.$5003-19-2015
Andrew Charles BabsonHornor, Townsend & Kent, LLCMetLife Securities Inc.03-19-2015
Gregory Wilson BaitzelHornor, Townsend & Kent, LLCMetLife Securities Inc.07-17-2015
Mark Charles LupashunskiHornor, Townsend & Kent, LLCMetLife Securities Inc.$2512-01-2015
Christopher NelsonHornor, Townsend & Kent, LLCMetLife Securities Inc.03-01-2016
Michael Joseph GaudinoHornor, Townsend & Kent, LLCMetLife Securities Inc.$3603-03-2016
Daniel Jun LeeHornor, Townsend & Kent, LLCMetLife Securities Inc.05-16-2016
Adam Todd ShermanHornor, Townsend & Kent, LLCMetLife Securities Inc.07-01-2016
Timothy Ryan HallHornor, Townsend & Kent, LLCMetLife Securities Inc.07-01-2016
Joseph BonfantiHornor, Townsend & Kent, LLCMetLife Securities Inc.07-01-2016
Anthony Robert SergioHornor, Townsend & Kent, LLCMetLife Securities Inc.08-08-2016
Anthony R Sergio JrHornor, Townsend & Kent, LLCMetLife Securities Inc.08-08-2016
Christopher Charles TruscelloHornor, Townsend & Kent, LLCMetLife Securities Inc.09-16-2016
Donald Alfred LewisHornor, Townsend & Kent, LLCMetLife Securities Inc.10-20-2016
Scot WhiskeymanHornor, Townsend & Kent, LLCMetLife Securities Inc.02-06-2017
Carol E BrianHornor, Townsend & Kent, LLCMetLife Securities Inc.02-13-2017
Jonathan Tyler McKinzieHornor, Townsend & Kent, LLCMetLife Securities Inc.02-13-2017
Next Page »

Showing 1 to 25 of 26 entries

Page 1 | 2

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.