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
Joseph Matthew FoxCitizens Securities, Inc.Equitable Advisors, LLC09-28-2020
Jeremy Michael EvensCitizens Securities, Inc.Pruco Securities, LLC.08-26-2020
John Eric TenofskyCitizens Securities, Inc.TD Ameritrade, Inc.07-06-2020
Ryan Thomas SklenkaCitizens Securities, Inc.Northwestern Mutual Investment Services, LLC02-04-2020
John Richard Nanosky IICitizens Securities, Inc.Equitable Advisors, LLC01-28-2020
William A FioricaCitizens Securities, Inc.Equitable Advisors, LLC11-20-2019
Zachary Walter TimmCitizens Securities, Inc.Park Avenue Securities LLC11-14-2019
Bruce Adam AnapolCitizens Securities, Inc.Park Avenue Securities LLC11-04-2019
Jared Matthew ReinsteinCitizens Securities, Inc.LPL Financial LLC08-26-2019
Dennis Richard MurphyCitizens Securities, Inc.Allstate Financial Services, LLC06-05-2019
Alicia Chitrani GopiCitizens Securities, Inc.NYLIFE Securities LLC02-28-2019
Michael Victor WarrenCitizens Securities, Inc.Equitable Advisors, LLC12-05-2018
Rita M LabetaCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10010-16-2018
Michael Lynn ProctorCitizens Securities, Inc.VALIC Financial Advisors, Inc.$15004-30-2018
Branden BorowiakCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-23-2018
Caroline Maria BravoCitizens Securities, Inc.M&T Securities, Inc.04-17-2018
Joseph S MuratoreCitizens Securities, Inc.M&T Securities, Inc.$27007-17-2017
Frederick E Disbrow JrCitizens Securities, Inc.Mercer Allied Company, L.P.05-03-2016
Claudio Mario MastroianniCitizens Securities, Inc.M&T Securities, Inc.02-22-2016
Matthew Michael CorriganCitizens Securities, Inc.M&T Securities, Inc.$15012-14-2015
Kenneth Ryan LenfestCitizens Securities, Inc.NYLIFE Securities LLC02-20-2015
David Matthew ReynoldsCitizens Securities, Inc.LPL Financial LLC12-04-2014
Frederick Paul ReinerCitizens Securities, Inc.Morgan Stanley$5003-25-2013
Richard Stuart FinebergCitizens Securities, Inc.M&T Securities, Inc.02-11-2013
Brian James HoeckhCitizens Securities, Inc.M&T Securities, Inc.05-03-2010
Next Page »

Showing 1 to 25 of 28 entries

Page 1 | 2

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.