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

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bard Daniel MalovanyPrivate Client Services, LLCLincoln Financial Advisors Corporation$15007-24-2020
Ernest Royal Massenberg IIIWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$2507-24-2020
Benjamin Thomas SeamansPrivate Client Services, LLCLincoln Financial Advisors Corporation$2507-24-2020
Kevin Stephen MoravekGradient Securities, LLCLincoln Financial Advisors Corporation$5012-12-2019
Bradley R HoweLPL Financial LLCLincoln Financial Advisors Corporation11-22-2016
Rodney A NielsenLPL Financial LLCLincoln Financial Advisors Corporation11-16-2016
Daniel Gerard GillilandLPL Financial LLCLincoln Financial Advisors Corporation11-04-2016
John Donald Robertson JrLPL Financial LLCLincoln Financial Advisors Corporation10-26-2016
Jackie Eugene Dove JrLPL Financial LLCLincoln Financial Advisors Corporation10-26-2016
Devin J GarofaloLPL Financial LLCLincoln Financial Advisors Corporation10-26-2016
Devin Anthony PalmeseLPL Financial LLCLincoln Financial Advisors Corporation10-26-2016
Christopher Michael FerrettiLPL Financial LLCLincoln Financial Advisors Corporation$10010-21-2016
Don Eugene MeredithLPL Financial LLCLincoln Financial Advisors Corporation10-21-2016
Jeffrey Mark ArmstrongLPL Financial LLCLincoln Financial Advisors Corporation10-19-2016
Amy Meo OviedoLPL Financial LLCLincoln Financial Advisors Corporation10-19-2016
Joshua Ross StarkLPL Financial LLCLincoln Financial Advisors Corporation$3010-19-2016
Erik Alan ScudderLPL Financial LLCLincoln Financial Advisors Corporation10-19-2016
William Cole SmithLPL Financial LLCLincoln Financial Advisors Corporation$2510-19-2016
Gulsanga JalawanLPL Financial LLCLincoln Financial Advisors Corporation10-03-2016
Nelson Nascimento SantosLPL Financial LLCLincoln Financial Advisors Corporation$3610-03-2016
Sarah Beth GrahamCetera Advisor Networks LLCLincoln Financial Advisors Corporation02-29-2016

Showing 1 to 21 of 21 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.