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
Mason MurphyVanguard Marketing CorporationEquitable Advisors, LLC09-09-2020
Michael Eric TunkeVoya Financial Advisors, Inc.Equitable Advisors, LLC08-20-2020
Robert Nolan LewisFidelity Brokerage Services LLCEquitable Advisors, LLC08-13-2020
Adam M LamarNorthwestern Mutual Investment Services, LLCEquitable Advisors, LLC06-25-2020
Ryan Joseph SpeakNorthwestern Mutual Investment Services, LLCEquitable Advisors, LLC06-22-2020
Scott Andrew HynsonCommonwealth Financial NetworkEquitable Advisors, LLC$10006-12-2020
Joseph Peter FalchettaCommonwealth Financial NetworkEquitable Advisors, LLC06-12-2020
Garrett Christopher HynsonCommonwealth Financial NetworkEquitable Advisors, LLC06-12-2020
Colin RaffertyKey Investment Services LLCEquitable Advisors, LLC05-20-2020
John Robert SearerMorgan StanleyEquitable Advisors, LLC04-21-2020
Garrett SmithMeridian Wealth Partners, LLCEquitable Advisors, LLC02-28-2020
Robert Lewis Wetherhold IVRaymond James Financial Services, Inc.Equitable Advisors, LLC01-31-2020
Christopher Thomas JohnsonPNC InvestmentsEquitable Advisors, LLC01-29-2020
Justin James AikensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-08-2020
Cameron FeatherHBKS Wealth AdvisorsEquitable Advisors, LLC11-21-2019
Zachary Tyler GoodwinSantander Securities LLCEquitable Advisors, LLC10-23-2019
Jorge Andres KuriJanney Montgomery Scott LLCEquitable Advisors, LLC06-25-2019
Brian C LeePruco Securities, LLC.Equitable Advisors, LLC06-24-2019
Matthew Jacob BarrWick Capital Partners, LLCEquitable Advisors, LLC04-11-2019
Mark Arcidiacono JrCharles Schwab & Co., Inc.Equitable Advisors, LLC03-18-2019
Clint James NeffSantander Securities LLCEquitable Advisors, LLC01-23-2019
Richard R KulbackiLPL Financial LLCEquitable Advisors, LLC01-03-2019
William Eric JohnsonI.M.S. Wealth Management, LLCEquitable Advisors, LLC11-14-2018
Paul Mehno JrPrivate Client Services, LLCEquitable Advisors, LLC$5011-09-2018
Michelle Ann LockePruco Securities, LLC.Equitable Advisors, LLC10-16-2018
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Showing 1 to 25 of 84 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.