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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Billy Christopher MasonCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Danica J RoysterLPL Financial LLCMetLife Securities Inc.12-09-2016
Charlene Renee GregoryLPL Financial LLCMetLife Securities Inc.11-09-2016
Artis Jermaine GarrettOneAmerica Securities, Inc.MetLife Securities Inc.08-08-2016
Kimberly W WoodsonWells Fargo Clearing Services, LLCMetLife Securities Inc.12-22-2015
Sarala KattaVoya Financial Advisors, Inc.MetLife Securities Inc.12-01-2015
Hubert Franklin Ramey IIILincoln Financial Securities CorporationMetLife Securities Inc.08-04-2014
Michael Eugene MurphyLincoln Financial Securities CorporationMetLife Securities Inc.02-04-2014
Michael Wade HousdenMorgan StanleyMetLife Securities Inc.01-02-2013
George Stevenson KnipePruco Securities, LLC.MetLife Securities Inc.10-29-2012
Matthew Scott WorthingtonNYLIFE Securities LLCMetLife Securities Inc.10-05-2012
Thomas Ryan LeggettOneAmerica Securities, Inc.MetLife Securities Inc.10-02-2012
Joseph Samuel HansonThe O.N. Equity Sales CompanyMetLife Securities Inc.02-13-2012
Daniel Ryan DouglasEmpire Wealth Management, LLCMetLife Securities Inc.09-28-2010
Edward Benjamin BaldwinLPL Financial LLCMetLife Securities Inc.01-19-2010
Thinh Quoc NguyenNYLIFE Securities LLCMetLife Securities Inc.$501-20-2017
Marc Daniel HirshornCommonwealth Financial NetworkMetLife Securities Inc.$2503-03-2017
Kenneth James RoysterLPL Financial LLCMetLife Securities Inc.$2512-09-2016
Kyle Robert ArcandLPL Financial LLCMetLife Securities Inc.$2511-09-2016
Jeffrey PerryLPL Financial LLCMetLife Securities Inc.$2503-03-2015
Blake Edward FellowsLPL Financial LLCMetLife Securities Inc.$5002-27-2015

Showing 1 to 21 of 21 entries

Page 1

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.