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
Ryan James SikorskyJ.P. Morgan Securities LLCEquitable Advisors, LLC08-21-2019
Corey James CollinsJ.P. Morgan Securities LLCNYLIFE Securities LLC08-21-2019
Garrett P MorganJ.P. Morgan Securities LLCEdward Jones08-19-2019
Brian RoushJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2019
Daniel Sinan AytekinJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-16-2019
Anthony Joseph GutierrezJ.P. Morgan Securities LLCNYLIFE Securities LLC08-15-2019
Jose J RubioJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2019
Farzaneh DowdJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC08-08-2019
Salvatore AzzolinoJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.08-02-2019
Nikolas Christian RefanidisJ.P. Morgan Securities LLCNYLIFE Securities LLC08-02-2019
Wei Han Jack ChangJ.P. Morgan Securities LLCFidelity Personal and Workplace Advisors08-01-2019
Mohammad Reza ShabaniJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-31-2019
Jacob Kennedy FurlowJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-26-2019
Jacob NicholsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2019
Susanne CostantiniJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2019
Taylor Wallace FranzmanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-23-2019
Taylor Jane TamayoJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-23-2019
Tyler Jackson LawrenceJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-20-2019
Aaron Michael JohnsonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-19-2019
Tarunjit Singh AhluwaliaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Richard KimJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-17-2019
Kip David SchaeferJ.P. Morgan Securities LLCSanford C. Bernstein & Co., LLC07-12-2019
Jiaoling CaiJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC07-11-2019
He FuJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Elias SantosJ.P. Morgan Securities LLCFirst Command Brokerage Services, Inc.07-03-2019
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Showing 1 to 25 of 105 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.