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
Richard James RugelPruco Securities, LLC.Allstate Financial Services, LLC04-02-2020
James MotaPruco Securities, LLC.Allstate Financial Services, LLC01-09-2020
Shai HematianPruco Securities, LLC.Allstate Financial Services, LLC11-07-2019
James V ProsperiPruco Securities, LLC.Allstate Financial Services, LLC11-06-2019
Kip Flagler HoagPruco Securities, LLC.Allstate Financial Services, LLC$1110-23-2019
Markus Miguel Williams JrPruco Securities, LLC.Allstate Financial Services, LLC06-19-2019
Jason R CampbellPruco Securities, LLC.Allstate Financial Services, LLC11-30-2018
Leslie Jennifer ShepardsonPruco Securities, LLC.Allstate Financial Services, LLC05-30-2017
Robert F SmithPruco Securities, LLC.Allstate Financial Services, LLC04-17-2015
Yvonne MartinPruco Securities, LLC.American Portfolios Financial Services, Inc.03-27-2015
Don CenturioniPruco Securities, LLC.Ameritas Investment Company, LLC05-03-2018
Peter Donald GrifoPruco Securities, LLC.Cadaret, Grant & Co., Inc.$5006-22-2016
Dhurgham Najwat GhazoolPruco Securities, LLC.Cetera Advisor Networks LLC03-05-2018
Thomas Keith MigdalePruco Securities, LLC.Cetera Advisors LLC04-25-2016
Raul Rafael MorenoPruco Securities, LLC.Citigroup Global Markets Inc.$12405-21-2019
Gary Howard TroyPruco Securities, LLC.David Lerner Associates, Inc.05-11-2020
Anna M BaronePruco Securities, LLC.David Lerner Associates, Inc.08-30-2018
Jeremy John PyszczynskiPruco Securities, LLC.Edward Jones11-14-2019
Raymond M OBannionPruco Securities, LLC.Edward Jones02-05-2015
Thomas I MilitelloPruco Securities, LLC.Edward Jones11-19-2014
Leonard Alan FeigenbaumPruco Securities, LLC.Equitable Advisors, LLC08-31-2020
Seth Izak HofstetterPruco Securities, LLC.Equitable Advisors, LLC04-09-2020
Jonathan Lee KandersPruco Securities, LLC.Equitable Advisors, LLC03-31-2020
Ryan James SmithPruco Securities, LLC.Equitable Advisors, LLC08-27-2019
Carmen Gene CipolloniPruco Securities, LLC.Equitable Advisors, LLC08-27-2019
Next Page »

Showing 1 to 25 of 102 entries

Page 1 | 2 | 3 | 4 | 5

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.