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
James A SalernoLPL Financial LLCMML Investors Services, LLC10-08-2020
Ron Andrew PacLPL Financial LLCMML Investors Services, LLC09-24-2020
Frank Joseph DecandidoAvantax Investment Services, Inc.MML Investors Services, LLC09-17-2020
Joseph C GencoLPL Financial LLCMML Investors Services, LLC09-14-2020
Robert Paul DamicoJ.W. Cole Financial, Inc.MML Investors Services, LLC08-07-2020
Kevin James ConroyJ.W. Cole Financial, Inc.MML Investors Services, LLC08-07-2020
Christopher C HullCetera Investment Services LLCMML Investors Services, LLC$10007-30-2020
Robert Silvio TuddaWoodbury Financial Services, Inc.MML Investors Services, LLC07-10-2020
Connie Lynn GilderhusAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC07-07-2020
Anthony Joseph MatroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC06-24-2020
Jill Nicole PapkeSecurities America, Inc.MML Investors Services, LLC06-03-2020
Derek ChanPark Avenue Securities LLCMML Investors Services, LLC06-02-2020
Michael Louis Anastasia JrSecurities America, Inc.MML Investors Services, LLC05-29-2020
Michael S RuzhanskyCitigroup Global Markets Inc.MML Investors Services, LLC05-07-2020
Paul R DonatoLPL Financial LLCMML Investors Services, LLC04-15-2020
Neil RennerEquitable Advisors, LLCMML Investors Services, LLC$304-07-2020
Kevin H DolphStratos Wealth Partners, LtdMML Investors Services, LLC04-06-2020
Joseph David ShalomHornor, Townsend & Kent, LLCMML Investors Services, LLC03-20-2020
Charles Ian BearcePark Avenue Securities LLCMML Investors Services, LLC$15003-09-2020
Benjamin FeinerEquitable Advisors, LLCMML Investors Services, LLC$2303-04-2020
Benjamin FeinerEquitable Advisors, LLCMML Investors Services, LLC03-04-2020
Michael Joseph DeamicisVoya Financial Advisors, Inc.MML Investors Services, LLC03-03-2020
Glenn ToczekLPL Financial LLCMML Investors Services, LLC03-03-2020
Stacy HoffmanNYLIFE Securities LLCMML Investors Services, LLC$5002-13-2020
Robert Luis Tejada MarcelinoFarmers Financial Solutions, LLCMML Investors Services, LLC01-21-2020
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Showing 1 to 25 of 202 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.