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
Alan Jeffrey LoginStifel, Nicolaus & Company, IncorporatedLPL Financial LLC10-20-2014
Andrea B SpinosaSantander Securities LLCLPL Financial LLC09-19-2012
Andreas HessPNC InvestmentsLPL Financial LLC$2511-09-2011
Andrew John DespotakisMutual Securities, Inc.LPL Financial LLC01-23-2018
Anthony A ManiscalcoSantander Securities LLCLPL Financial LLC02-21-2019
Anthony GiordanoAmeriprise Financial Services, LLCLPL Financial LLC$5008-14-2020
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Anthony Joseph VignolaCommonwealth Financial NetworkLPL Financial LLC05-14-2015
Anthony Scatuorchio FerraraAvantax Investment Services, Inc.LPL Financial LLC$3105-01-2009
Arnold Herbert KaminerEquitable Advisors, LLCLPL Financial LLC$15011-27-2012
Austin William SweerusFortis Group Advisors LLCLPL Financial LLC02-21-2018
Bhavesh H BhayaniThe Investment Center, Inc.LPL Financial LLC$5004-25-2018
Bill Eldridge Don DelmonteAmeriprise Financial Services, LLCLPL Financial LLC$15810-18-2019
Brett Howard MacbainSantander Securities LLCLPL Financial LLC09-19-2012
Brian Michael SweattRaymond James Financial Services, Inc.LPL Financial LLC10-31-2014
Bruce Francis FitzsimmonsGoldman Sachs Personal Financial ManagementLPL Financial LLC10-24-2011
Carl Anthony Frank LibertSantander Securities LLCLPL Financial LLC09-19-2012
Chad Ryan EwingPrivate Client Services, LLCLPL Financial LLC05-20-2015
Charles Patrick WeidmanHeritage Financial Counselors, LLCLPL Financial LLC$5008-10-2017
Chris Jon LivingstonSantander Securities LLCLPL Financial LLC$13809-19-2012
Christopher John ArditiSantander Securities LLCLPL Financial LLC07-25-2018
Christopher KenneallyFortis Group Advisors LLCLPL Financial LLC$5002-21-2018
Clarice Crystal SawCitigroup Global Markets Inc.LPL Financial LLC$5011-07-2016
Dan Foran John Foran Jessica Foran Brian M Sweatt Mark Z WaltersRaymond JamesLPL Financial LLC$20010-31-2014
Daniel Thomas ForanRaymond James Financial Services, Inc.LPL Financial LLC$15010-31-2014
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Showing 1 to 25 of 108 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.