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
Ruben CoronaPruco Securities, LLC.J.P. Morgan Securities LLC09-21-2020
Leonard Alan FeigenbaumPruco Securities, LLC.Equitable Advisors, LLC08-31-2020
Kenneth Harold MullerPruco Securities, LLC.Key Investment Services LLC08-25-2020
Donald Alan ArmstrongPruco Securities, LLC.M&T Securities, Inc.08-04-2020
Brennen Michael PrzybyszPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-28-2020
Gary Howard TroyPruco Securities, LLC.David Lerner Associates, Inc.05-11-2020
Seth Izak HofstetterPruco Securities, LLC.Equitable Advisors, LLC04-09-2020
Richard James RugelPruco Securities, LLC.Allstate Financial Services, LLC04-02-2020
Jonathan Lee KandersPruco Securities, LLC.Equitable Advisors, LLC03-31-2020
Alec Edward HokePruco Securities, LLC.First Allied Securities, Inc.$5403-18-2020
Keri Ann AversaPruco Securities, LLC.NYLIFE Securities LLC03-04-2020
James MotaPruco Securities, LLC.Allstate Financial Services, LLC01-09-2020
Jeremy John PyszczynskiPruco Securities, LLC.Edward Jones11-14-2019
Shai HematianPruco Securities, LLC.Allstate Financial Services, LLC11-07-2019
James V ProsperiPruco Securities, LLC.Allstate Financial Services, LLC11-06-2019
Kip Flagler HoagPruco Securities, LLC.Allstate Financial Services, LLC$1110-23-2019
Douglas RoycePruco Securities, LLC.Farmers Financial Solutions, LLC09-10-2019
Jeremy Michael JenkinsPruco Securities, LLC.M&T Securities, Inc.09-04-2019
Ryan James SmithPruco Securities, LLC.Equitable Advisors, LLC08-27-2019
Carmen Gene CipolloniPruco Securities, LLC.Equitable Advisors, LLC08-27-2019
John Joseph RikerPruco Securities, LLC.Equitable Advisors, LLC07-31-2019
Arthur KorsunPruco Securities, LLC.Equitable Advisors, LLC06-26-2019
Markus Miguel Williams JrPruco Securities, LLC.Allstate Financial Services, LLC06-19-2019
Alex WilliamsPruco Securities, LLC.Park Avenue Securities LLC06-18-2019
Vandolf Parish JrPruco Securities, LLC.Equitable Advisors, LLC06-06-2019
Next Page »

Showing 1 to 25 of 102 entries

Page 1 | 2 | 3 | 4 | 5

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.