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

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

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bruce Allen RathkampLPL Financial LLCVoya Financial Advisors, Inc.10-01-2020
William Keegan RathkampLPL Financial LLCVoya Financial Advisors, Inc.10-01-2020
Jeffrey Scott MummaLPL Financial LLCVoya Financial Advisors, Inc.09-25-2020
Adam Christopher HalmLPL Financial LLCVoya Financial Advisors, Inc.$2509-11-2020
Richard Harris SallLPL Financial LLCVoya Financial Advisors, Inc.$5007-30-2020
Heather Anne CareyLPL Financial LLCVoya Financial Advisors, Inc.07-30-2020
Charles Thomas Cunliffe JrLPL Financial LLCVoya Financial Advisors, Inc.$5006-30-2020
Matthew Walter MeyersLPL Financial LLCVoya Financial Advisors, Inc.06-29-2020
Matthew Walter Meyers JrLPL Financial LLCVoya Financial Advisors, Inc.06-29-2020
Bill Langdon Scott Baldwin Todd Sander Drew BaldwinLPL Financial LLCVoya Financial Advisors, Inc.06-24-2020
Scott Baldwin Bill Langdon Todd Sander Drew BaldwinLPL Financial LLCVoya Financial Advisors, Inc.06-24-2020
Scott Charles BaldwinLPL Financial LLCVoya Financial Advisors, Inc.$5006-24-2020
William Herbert Langdon JrLPL Financial LLCVoya Financial Advisors, Inc.$5006-24-2020
Todd Steven SanderLPL Financial LLCVoya Financial Advisors, Inc.$10006-24-2020
Andrew Cutter BaldwinLPL Financial LLCVoya Financial Advisors, Inc.06-24-2020
Richard Ewing MartinLPL Financial LLCVoya Financial Advisors, Inc.$2506-22-2020
Taggert Marshall KellyLPL Financial LLCVoya Financial Advisors, Inc.$2506-10-2020
Lance Arnold PelkyLPL Financial LLCVoya Financial Advisors, Inc.06-08-2020
Joseph Steven IvanichLPL Financial LLCVoya Financial Advisors, Inc.05-14-2020
James ZahakosLPL Financial LLCVoya Financial Advisors, Inc.03-31-2020
Lynn Henry WoodLPL Financial LLCVoya Financial Advisors, Inc.$5002-18-2020
Steven Alan FosterLPL Financial LLCVoya Financial Advisors, Inc.01-06-2020
James Clifford DannerLPL Financial LLCVoya Financial Advisors, Inc.$2511-26-2019
Lynn P SissonLPL Financial LLCVoya Financial Advisors, Inc.$5010-21-2019
Nelson Russell AshbyLPL Financial LLCVoya Financial Advisors, Inc.10-21-2019
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Showing 1 to 25 of 77 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.