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

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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
Jenna Lucille Biancavilla17 Capital Partners, LLCBerthel, Fisher & Company Financial Services, Inc.$1003-30-2016
Michael Paul Otterson3D Asset Management, Inc.Pogson & Matt Wealth Management Group, LLC05-14-2020
James Louis Matt3D Asset Management, Inc.Pogson & Matt Wealth Management Group, LLC03-26-2020
Mike John MasunasA.G.P / Alliance Global PartnersAvantax Investment Services, Inc.$50009-11-2014
Seth A RosenbergAbility FirstCapital Executive Solutions01-10-2019
Michael W ParkerAcrylic Financial, Inc.Horace Mann Investors, Inc.09-19-2020
David Andrew AdkissonAdkisson Capital, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-31-2013
Randolf John AlbersAdvanced Financial ServicesAmerican Independent Securities Group, LLC03-21-2016
Robert Edward DiasAdvanced Financial ServicesSunset Financial Services, Inc.03-21-2012
David Joe NoriegaAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-17-2017
Todd Martin FelteAdvisory Group Equity Services Ltd.Source Capital Group, Inc.$5002-16-2017
Gary Tanfield SacksAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-16-2017
Patrick Joseph LambertAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-07-2017
Mark Joseph JazwinAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-07-2017
Joseph DontiAE Wealth Management, LLCPriority Wealth Advisors, Inc.06-05-2020
John Paul FawsonAE Wealth Management, LLCBrookstone Capital Management LLC01-22-2019
Nancy FrommAE Wealth Management, LLCBrookstone Capital Management LLC10-29-2018
Cristina AcostaAE Wealth Management, LLCBrookstone Capital Management LLC10-29-2018
Charisse Valerie MackenzieAE Wealth Management, LLCRegal Investment Advisors LLC08-30-2018
Trey Robert HolmanAE Wealth Management, LLCGlobal Financial Private Capital, Inc.08-14-2018
David Jonathon SearsAE Wealth Management, LLCHorter Investment Management, LLC08-13-2018
David Chadwick SchillerAegis Wealth Partners, LLCVora Wealth Management, PLLC07-29-2014
Wayne Ivan MiillerAeon Capital IncAccelerated Capital Group$15002-13-2018
Timothy Allen ThelenAeon Capital IncAccelerated Capital Group01-06-2018
Reggie U AlilonuAlilonu Financial Services, LLCAvantax Investment Services, Inc.10-30-2018
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Showing 1 to 25 of 2,403 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.