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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Roman Robert NalewajekAltium Wealth Management LLCPark Avenue Securities LLC05-10-2017
Adamski CelestinNorthwestern Mutual Investment Services, LLCPark Avenue Securities LLC08-18-2020
Adrian Adam BlockMML Investors Services, LLCPark Avenue Securities LLC01-16-2018
Alan D WinterJ.P. Morgan Securities LLCPark Avenue Securities LLC04-05-2019
Aleksandr GalperinMML Investors Services, LLCPark Avenue Securities LLC08-12-2010
Alex WilliamsPruco Securities, LLC.Park Avenue Securities LLC06-18-2019
Andrew John CintronMML Investors Services, LLCPark Avenue Securities LLC08-13-2010
Angela PandalenoNYLIFE Securities LLCPark Avenue Securities LLC01-08-2019
Babak Moshe RambodMML Investors Services, LLCPark Avenue Securities LLC10-13-2010
Benjamin Timothy HussongCadaret, Grant & Co., Inc.Park Avenue Securities LLC01-02-2020
Brad Leigh ChamplinHornor, Townsend & Kent, LLCPark Avenue Securities LLC$2506-07-2010
Brook Mason StevensMML Investors Services, LLCPark Avenue Securities LLC01-30-2018
Bruce Adam AnapolCitizens Securities, Inc.Park Avenue Securities LLC11-04-2019
Candy Michelle FlynnEquitable Advisors, LLCPark Avenue Securities LLC05-24-2018
Christina L GetzJ.P. Morgan Securities LLCPark Avenue Securities LLC06-19-2019
Christopher James WolfeAmerican Portfolios Financial Services, Inc.Park Avenue Securities LLC$2504-28-2017
Dean Evan SilvermanMML Investors Services, LLCPark Avenue Securities LLC03-08-2017
Deborah Ann CrawfordMML Investors Services, LLCPark Avenue Securities LLC06-10-2020
Dustin L BakerLPL Financial LLCPark Avenue Securities LLC07-07-2017
Dyer Berton McCabe JrJarred Bunch Consulting, LLCPark Avenue Securities LLC07-02-2019
Eric Steven BlumencranzKestra Investment Services, LLCPark Avenue Securities LLC$5010-22-2015
Evan Benjamin PollackHornor, Townsend & Kent, LLCPark Avenue Securities LLC04-03-2019
Frank BonhommeMML Investors Services, LLCPark Avenue Securities LLC09-23-2020
Gregory Robert SlaterAltium Wealth Management LLCPark Avenue Securities LLC03-06-2014
Hunter Lloyd GimbelHornor, Townsend & Kent, LLCPark Avenue Securities LLC05-18-2016
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Showing 1 to 25 of 91 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.