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 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
Brian Donley Douglas RicheyLPL Financial LLCLincoln Financial$14008-20-2020
Edward TaylorLPL Financial LLCSantander Securities LLC$6409-06-2017
James ChiaroLPL Financial LLCCitizens Securities, Inc.$5308-18-2017
Wolfgang HeinLPL Financial LLCSantander Securities LLC$6706-05-2017
John DigiacomoLPL Financial LLCSantander Securities LLC$8306-01-2017
Scott MilsteinLPL Financial LLCCUSO Financial Services, L.P.$22411-30-2016
Vincent Kubilus Brian Thornton Mark ZakoskiLPL Financial LLCInfinex Investments, Inc.01-04-2016
Jeremy EvansLPL Financial LLCPNC Investments$7512-21-2015
Eric SlussLPL Financial LLCAmeriprise Financial Services, LLC$6112-19-2017
Francis Haas Matthew Hammer Michael Lovecchio Jason MaileLPL Financial LLCWFG Investments, Inc.$15005-22-2017
Michael Krumholz Shelia LittleLPL Financial LLCCambridge Investment Research, Inc.$12003-29-2017
Dana JohnstonLPL Financial LLCAmeriprise Financial Services, LLC$11309-09-2016
Bryan Kupchik Robert SchultzLPL Financial LLCAmeriprise Financial Services, LLC$6807-22-2016
Jeffrey KrallLPL Financial LLCCalton & Associates, Inc.$6305-31-2016
Philip Fogli Sr Philip Fogli Jr Marcos Lopez David Marcinowski Joshua WalkerLPL Financial LLCGeneos Wealth Management, Inc.$33502-16-2016
Elizabeth MastromarinoLPL Financial LLCGeneos Wealth Management, Inc.$5501-11-2016
Raymond SaravitzLPL Financial LLCCommonwealth Financial Network01-04-2016
Stephen SchlichterLPL Financial LLCFSC Securities Corporation$14312-21-2015
Richard FeauveLPL Financial LLCAmerican Portfolios Financial Services, Inc.$5511-02-2015
Jeffrey Kelley Micah KelleyLPL Financial LLCAmeriprise Financial Services, LLC$10202-20-2015
Christopher ManciLPL Financial LLCNationwide Securities, LLC$10006-26-2018
Michael DieterLPL Financial LLCMSI Financial Services, Inc.$9407-20-2017
James DegaetanoLPL Financial LLCFirst Command Brokerage Services, Inc.$10203-06-2017
Steve Hacker Brian Menickella Mark SchatzelLPL Financial LLCTFS Securities, Inc.$23212-27-2016
Colin Cissne Stephen CissneLPL Financial LLCJanney Montgomery Scott LLC$15411-17-2016
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Showing 1 to 25 of 396 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.