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

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Charles BauerCommonwealth Financial NetworkVoya Financial Advisors, Inc.$25008-04-2017
Barbara Hankins TaylorCommonwealth Financial NetworkVoya Financial Advisors, Inc.$27104-29-2013
Brendon O MooreLPL Financial LLCVoya Financial Advisors, Inc.08-31-2018
Carl Joseph CieplinskiCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
Eric GibbsFidelity Brokerage Services LLCVoya Financial Advisors, Inc.03-02-2018
Glen Thomas FlanaghanTD Ameritrade Investment Management, LLCVoya Financial Advisors, Inc.01-08-2013
Gregory F AdamsFiduciary Investment Advisors, LLCVoya Financial Advisors, Inc.07-19-2017
Joseph Santo MarinoKMS Financial Services, Inc.Voya Financial Advisors, Inc.11-17-2016
Krista Lee CzarnecFidelity Brokerage Services LLCVoya Financial Advisors, Inc.10-18-2019
Louis Joseph CzerwinskiPKS Advisory Services, LLCVoya Financial Advisors, Inc.12-02-2019
Matthew Harold HillPlanMember Securities CorporationVoya Financial Advisors, Inc.12-06-2011
Nathaniel Francis MorrisEssex Financial Services, Inc.Voya Financial Advisors, Inc.06-03-2013
Patrick Jeremiah OBrienAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.11-01-2019
Sean Robert SullivanNational Securities CorporationVoya Financial Advisors, Inc.09-18-2017
Stefan Nabih SabbaghAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.01-03-2020
Terran Renfro TitusCommonwealth Financial NetworkVoya Financial Advisors, Inc.$15505-09-2014
Terrence Stephen CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5008-04-2017
Theodore Alphonse Boulay JrMML Investors Services, LLCVoya Financial Advisors, Inc.09-13-2018
Theresa Lee CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-15-2017
William Cahill Terrence Cahill Andy Bauer Carl Cieplinski Kieran CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$9508-04-2017
William Joseph CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017

Showing 1 to 21 of 21 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.