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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Trevor Yulee CameronJ.P. Morgan Securities LLCPNC Investments$15005-20-2020
Lorraine Hernandez ForbesJ.P. Morgan Securities LLCPNC Investments$2511-08-2019
John Manuel TaveiraJ.P. Morgan Securities LLCPNC Investments01-24-2019
John Steven BeckJ.P. Morgan Securities LLCPNC Investments01-18-2019
Mina HabibniaJ.P. Morgan Securities LLCPNC Investments11-02-2018
Bryan Edward JonesJ.P. Morgan Securities LLCPNC Investments08-17-2018
Herman Joseph FehrleJ.P. Morgan Securities LLCPNC Investments11-24-2017
Lili PappJ.P. Morgan Securities LLCPNC Investments10-03-2017
Brian Joseph FuchsJ.P. Morgan Securities LLCPNC Investments$15007-18-2017
Brett A BladergroenJ.P. Morgan Securities LLCPNC Investments03-22-2017
Alexia Paroz YoungJ.P. Morgan Securities LLCPNC Investments03-29-2016
Nina Anne GiresiJ.P. Morgan Securities LLCPNC Investments06-23-2015
Robert A SantelloJ.P. Morgan Securities LLCPNC Investments$15010-07-2013
Juan Pedro FreitasJ.P. Morgan Securities LLCPNC Investments10-02-2013
Brian BestJ.P. Morgan Securities LLCPNC Investments08-05-2013

Showing 1 to 15 of 15 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.