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

Results filtered by

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Dennis DirlamSpringTide PartnersFOSTER BRIDGE PARTNERS, LLC06-01-2017
Aaron Henry ClasenCetera Advisor Networks LLCHBW Securities LLC06-26-2017
Aaron M RochholzU.S. Bancorp Investments, Inc.PNC Investments10-18-2018
Aaron Paul GuarigliaMorgan StanleyJ.P. Morgan Securities LLC$5003-06-2015
Aaron VasilNorth South Capital, LLCLPL Financial LLC04-17-2009
Abishek BabuCharles Schwab & Co., Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2018
Adam B FaustDeep Blue Financial LLCMesirow Financial, Inc.02-20-2014
Adam Beckett KlopfensteinFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-05-2019
Adam BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Adam Bryant HawksRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated$2508-19-2011
Adam C LudwigCambridge Investment Research, Inc.Investment Planners, Inc.08-16-2016
Adam David PaoliHornor, Townsend & Kent, LLCSignator Investors, Inc.$5007-01-2009
Adam Edwin PrzybyloMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-27-2014
Adam Fletcher GriffithsCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$10006-24-2020
Adam GhantousLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2020
Adam Glancy RitterFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC06-10-2016
Adam Gordon O HareCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2508-27-2020
Adam Gregory ProvanceLPL Financial LLCCetera Advisor Networks LLC$5012-09-2013
Adam J BermanJ.P. Morgan Securities LLCScottrade, Inc.05-04-2018
Adam Jacob BeierleCetera Advisors LLCSecurities Service Network, LLC08-24-2020
Adam James OlsonPackerland Brokerage Services, Inc.Voya Financial Advisors, Inc.$5008-01-2016
Adam James SmolichClement Street Capital LLCWhitnell & Co01-20-2012
Adam Jeffrey FuellemanUBS Financial Services Inc.Credit Suisse Securities (USA) LLC$15001-28-2019
Adam Jeffrey GlassbergSavant Capital ManagementD3 FINANCIAL COUNSELORS LLC10-01-2018
Adam Jonathan PriceStrategic Wealth PartnersCreative Planning09-25-2018
Next Page »

Showing 1 to 25 of 4,576 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.