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

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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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bob BrennanLPL Financial LLCCetera$30010-24-2018
Bradley Bakken Tim Bush Sean Deichert Katharine Eggiman Paul Fleming Melissa Hexum Kelly Hubrig Gregory Johnson Ryan Johnson Michael Kobbervig John Kuhn Lisa Moe Cody Reiland Craig Samuelson Paula Swanson Steven Swanson Tammy WoodLPL Financial LLCCetera$78002-28-2017
Bradley BowmanLPL Financial LLCCetera$5010-14-2016
Brian McqueeneyLPL Financial LLCCetera$5110-16-2017
Brian MillerLPL Financial LLCCetera$6505-23-2016
Christopher DavisLPL Financial LLCCetera$8708-24-2017
Christopher FleegleLPL Financial LLCCetera$8008-14-2017
David Winebrenner JrLPL Financial LLCCetera$18010-16-2018
Eric SchindlerLPL Financial LLCCetera$12504-21-2016
George Ashford Larry Awbrey Peter Gregory Charles TuttLPL Financial LLCCetera$23607-21-2016
George LyLPL Financial LLCCetera$8006-10-2016
James StottlemyreLPL Financial LLCCetera$7506-14-2016
John BezdichekLPL Financial LLCCetera$5005-13-2016
John Davis Darla GreerLPL Financial LLCCetera$10011-07-2016
John Sloop John BlackLPL Financial LLCCetera$13509-15-2015
John Sloop Jr John BlackLPL Financial LLCCetera$13509-15-2015
Jorge EscobedoLPL Financial LLCCetera$8512-17-2015
Kathleen Hansen Heather Hackett Amanda Reams Amber ReamsLPL Financial LLCCetera$18009-24-2018
Kelly Crane Earl KnechtLPL Financial LLCCetera$21310-17-2016
Kelly Crane Earl Kneckt Bob LanceLPL Financial LLCCetera$21310-17-2016
Laura Ahl John Beard Jeff Bevacqua Kenneth Brown Miranda Collingwood Barbara Cummings Jeffrey Evans Toni Frisina Craig Grenci Christine Goughnour Tanya Hoffman Thomas Jensen Arthur Laneve Brian Liptak Keith Lohm William McCullough Michael McDermott RobertLPL Financial LLCCetera$71910-04-2017
Mary PascarellaLPL Financial LLCCetera$11011-08-2018
Michael MollicaLPL Financial LLCCetera$7501-07-2016
Nathaniel Running Paul Burmeister Mark Fischer Tyler Hirth Jonathan Rienstra Charles TurnerLPL Financial LLCCetera$24808-02-2016
Peter CoteLPL Financial LLCCetera$6110-16-2017
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Showing 1 to 25 of 31 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.