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

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Recruiting Losses

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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
Steven Michael KashuboSantander Securities LLCLPL Financial LLC$15009-08-2020
George KlebartSantander Securities LLCLPL Financial LLC03-11-2020
Anthony A ManiscalcoSantander Securities LLCLPL Financial LLC02-21-2019
Laila ParveenSantander Securities LLCLPL Financial LLC02-15-2019
Steven TalleySantander Securities LLCLPL Financial LLC11-09-2018
Christopher John ArditiSantander Securities LLCLPL Financial LLC07-25-2018
Brian J RodriguesSantander Securities LLCLPL Financial LLC05-22-2017
Richard Edmund LongueilSantander Securities LLCLPL Financial LLC$2507-06-2015
Kelly M CooperSantander Securities LLCLPL Financial LLC06-16-2014
Steven Mark GrassiSantander Securities LLCLPL Financial LLC09-19-2012
Carmela Patricia MichaelsSantander Securities LLCLPL Financial LLC09-19-2012
Ronald Powers DefeoSantander Securities LLCLPL Financial LLC09-19-2012
Robert Francis PaventiSantander Securities LLCLPL Financial LLC09-19-2012
Raymond AdamsSantander Securities LLCLPL Financial LLC$2509-19-2012
Steven John BarsolonaSantander Securities LLCLPL Financial LLC09-19-2012
Steven Jay RadinskySantander Securities LLCLPL Financial LLC09-19-2012
Chris Jon LivingstonSantander Securities LLCLPL Financial LLC$13809-19-2012
Wendy Jane LaranjoSantander Securities LLCLPL Financial LLC09-19-2012
Yan AgrachevSantander Securities LLCLPL Financial LLC09-19-2012
Joseph Anthony Merrullo JrSantander Securities LLCLPL Financial LLC09-19-2012
Kamal RayeenySantander Securities LLCLPL Financial LLC09-19-2012
Carl Anthony Frank LibertSantander Securities LLCLPL Financial LLC09-19-2012
Deborah Ann MotaSantander Securities LLCLPL Financial LLC09-19-2012
Karen McGhieSantander Securities LLCLPL Financial LLC09-19-2012
Brett Howard MacbainSantander Securities LLCLPL Financial LLC09-19-2012
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Showing 1 to 25 of 38 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.