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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven R GrahamWestern International Securities, Inc.J.P. Morgan Securities LLC09-04-2020
Wael S ZorobWestern International Securities, Inc.J.P. Morgan Securities LLC11-01-2019
Eric Daniel SilvestreWestern International Securities, Inc.J.P. Morgan Securities LLC08-30-2019
Ron M AmirWestern International Securities, Inc.J.P. Morgan Securities LLC$15002-19-2019
William John McBride JrWestern International Securities, Inc.J.P. Morgan Securities LLC$5009-04-2018
Antoine Samir Abi NaderWestern International Securities, Inc.J.P. Morgan Securities LLC04-06-2018
Harrison Chi ChangWestern International Securities, Inc.J.P. Morgan Securities LLC12-02-2017
Kirk Robert MillerWestern International Securities, Inc.J.P. Morgan Securities LLC$15008-09-2017
Andrew MartzWestern International Securities, Inc.J.P. Morgan Securities LLC$5007-13-2017
Daniel DavidianWestern International Securities, Inc.J.P. Morgan Securities LLC01-31-2017
Craig Gordon JohnsonWestern International Securities, Inc.J.P. Morgan Securities LLC$2503-13-2015
Timothy Jay GandyWestern International Securities, Inc.J.P. Morgan Securities LLC$2512-16-2013
Mark Curtis WalterWestern International Securities, Inc.J.P. Morgan Securities LLC$5010-18-2013

Showing 1 to 13 of 13 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.