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

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Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sherri Stansbury Carey StansburyRoyal Alliance Associates, Inc.Next Financial Group, Inc.$23511-30-2012
Ralph Kirk TeppeSecurities America, Inc.Next Financial Group, Inc.$2512-20-2019
Steven Elliott ZerbariniCamelot Advisors, LLCNext Financial Group, Inc.02-28-2019
Kurt Douglas EmerickVoya Financial Advisors, Inc.Next Financial Group, Inc.$5006-28-2018
Gehad Mohamed YoussefPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Mark Douglas ClairPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Nolan Richard BakerThe Retirement Guys FormulaNext Financial Group, Inc.$10003-17-2015
Matthew Raymond HiseyVirtue Capital Management, LLCNext Financial Group, Inc.01-05-2015
Richard J MartinThe Center for Eldercare FinanceNext Financial Group, Inc.02-05-2014
Richard Glenn McDanielCFD Investments, Inc.Next Financial Group, Inc.$1205-28-2013
Gary Robert ReeseCFD Investments, Inc.Next Financial Group, Inc.$5002-15-2013
Mary Grace MartinezRoyal Alliance Associates, Inc.Next Financial Group, Inc.01-14-2013
John Thomas HalmRoyal Alliance Associates, Inc.Next Financial Group, Inc.$5012-04-2012
Andrew Stanford RogersRoyal Alliance Associates, Inc.Next Financial Group, Inc.11-30-2012
Sherri Lynn StansburyRoyal Alliance Associates, Inc.Next Financial Group, Inc.11-30-2012
Bradley David RobertsRoyal Alliance Associates, Inc.Next Financial Group, Inc.11-30-2012
Carey M StansburyRoyal Alliance Associates, Inc.Next Financial Group, Inc.11-28-2012
Dominic Frank PrologoAmerican Portfolios Financial Services, Inc.Next Financial Group, Inc.04-27-2012

Showing 1 to 18 of 18 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.