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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carmen Cercone Kyle Richardson Thomas Lundgaard Tyler Brilinski James BruceKestra Investment Services, LLCSII Investments, Inc.$70011-15-2016
John Hebert Brandon HebertKestra Investment Services, LLCUBS Financial Services Inc.$6812-29-2017
Derrick Randolph JacksonKestra Investment Services, LLCEdward Jones$5009-03-2020
Mark David YadronKestra Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-06-2020
James Clemens DuncombeKestra Investment Services, LLCWaddell & Reed$1007-21-2020
John Marc HebertKestra Investment Services, LLCUBS Financial Services Inc.11-29-2017
Brandon John HebertKestra Investment Services, LLCUBS Financial Services Inc.$2511-29-2017
Dustin J GiannangeloKestra Investment Services, LLCLPL Financial LLC05-09-2017
Ronald Thomas DaviesKestra Investment Services, LLCSII Investments, Inc.07-25-2016
James Lee BruceKestra Investment Services, LLCSII Investments, Inc.07-22-2016
Carmen Guy CerconeKestra Investment Services, LLCSII Investments, Inc.07-21-2016
Aaron M GordonKestra Investment Services, LLCSII Investments, Inc.$2407-21-2016
Tyler Allen Brilinski SrKestra Investment Services, LLCSII Investments, Inc.$5007-20-2016
Richard Samuel LiberanteKestra Investment Services, LLCSII Investments, Inc.07-20-2016
Thomas Bodnar LundgaardKestra Investment Services, LLCSII Investments, Inc.$1007-20-2016
Kyle Hess RichardsonKestra Investment Services, LLCSII Investments, Inc.07-20-2016
Matthew Bianco PhillipsKestra Investment Services, LLCSII Investments, Inc.07-20-2016
Jacob CerconeKestra Investment Services, LLCSII Investments, Inc.07-20-2016
Fiore J LibertaKestra Investment Services, LLCSII Investments, Inc.07-20-2016
Kevin William HostertKestra Investment Services, LLCSII Investments, Inc.07-20-2016

Showing 1 to 20 of 20 entries

Page 1

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.