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)

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Recruiting Losses

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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd E StewartJ.P. Morgan Securities LLCAccountants Investment Advisory Services, LLC$2207-12-2013
Nicholas ParkJ.P. Morgan Securities LLCAegis Capital Corp.02-08-2019
Kevin Robert StammJ.P. Morgan Securities LLCAegis Capital Corp.06-17-2013
Anthony Joseph Zizzamia JrJ.P. Morgan Securities LLCAK Capital LLC09-13-2013
Antoine Elias KaroutJ.P. Morgan Securities LLCAlexander Capital, L.P.05-04-2015
Christopher David SheetsJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Forrest R GreenJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Brett Adam LangbertJ.P. Morgan Securities LLCAllianceBernstein L.P.08-07-2018
Henry Keith SnyderJ.P. Morgan Securities LLCAllianceBernstein L.P.01-05-2018
Vincent R LawlerJ.P. Morgan Securities LLCAllianceBernstein L.P.06-27-2017
Christopher John RezekJ.P. Morgan Securities LLCAllianceBernstein L.P.06-09-2017
David Bailey IzardJ.P. Morgan Securities LLCAllianceBernstein L.P.03-13-2015
Naftoli HorowitzJ.P. Morgan Securities LLCAllianceBernstein L.P.$15002-04-2015
Madelyn Robin MillerJ.P. Morgan Securities LLCAllianceBernstein L.P.$15009-10-2012
Todd Robert RichmanJ.P. Morgan Securities LLCAllianceBernstein L.P.01-23-2012
Marcus KlineJ.P. Morgan Securities LLCAllianceBernstein L.P.03-28-2011
Scott W ZemachsonJ.P. Morgan Securities LLCAllianceBernstein L.P.$5003-28-2011
Wenji ZouJ.P. Morgan Securities LLCAllied Millennial Partners, LLC03-07-2016
Brandon S EdwardsJ.P. Morgan Securities LLCAllstate Financial Services, LLC06-25-2019
Timothy James RabbittJ.P. Morgan Securities LLCAllstate Financial Services, LLC04-11-2019
Jeffrey M NicholsJ.P. Morgan Securities LLCAllstate Financial Services, LLC10-30-2018
Mircea CorchesJ.P. Morgan Securities LLCAllstate Financial Services, LLC05-14-2018
Christopher Arthur WernerJ.P. Morgan Securities LLCAllstate Financial Services, LLC04-21-2016
Gregory Michael AdamczykJ.P. Morgan Securities LLCAlpha Cubed Investments, LLC11-28-2018
Juliana CuervoJ.P. Morgan Securities LLCAmerant Investments, Inc.04-23-2020
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Showing 1 to 25 of 2,781 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.