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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Alan YungkauAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-16-2017
John Rory RohanAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-10-2017
Andrew Clayton WymanAdvisory Group Equity Services Ltd.Source Capital Group, Inc.$15002-07-2017
Amy Ellen ClaytonAdvisory Group Equity Services Ltd.Source Capital Group, Inc.$10002-07-2017
John Joseph Kalamarides Jr.Advisory Group Equity Services Ltd.Source Capital Group, Inc.$2502-07-2017
Ronald N. RyanAdvisory Group Equity Services Ltd.Source Capital Group, Inc.02-07-2017
Michael Jay DworetskyAdvisory Group Equity Services Ltd.Source Capital Group, Inc.$5002-06-2017
John Arthur DoaneAdvisory Group Equity Services Ltd.Detwiler Fenton & Co.11-16-2016
Hunter Scott LukeAdvisory Group Equity Services Ltd.Commonwealth Financial Network$7701-05-2016
Mark Lawrence AbbottAdvisory Group Equity Services Ltd.Transamerica Investors Securities Corporation02-03-2014
Alan Ray DruckenmillerAdvisory Group Equity Services Ltd.Centaurus Financial, Inc.01-06-2014
James Robert ScottAdvisory Group Equity Services Ltd.HBW Securities LLC$1001-02-2014
Steve Elias LambrinakosAdvisory Group Equity Services Ltd.Centaurus Financial, Inc.09-04-2013
Paul Richard HimmelsteinAdvisory Group Equity Services Ltd.Centaurus Financial, Inc.08-28-2013
Peter Patrick CahillAdvisory Group Equity Services Ltd.Cetera Advisor Networks LLC$15006-01-2012
Barry Nathan KoslowAdvisory Group Equity Services Ltd.Lincoln Financial Advisors Corporation$10006-20-2011
Edward Michael GazarianAdvisory Group Equity Services Ltd.Beacon Investment Management, LLC$5003-28-2011
Anthony David SpezialeAdvisory Group Equity Services Ltd.Commonwealth Financial Network08-06-2010
Eugene Thomas CindrichAdvisory Group Equity Services Ltd.Granite State Wealth Management05-21-2009
Joseph P. Marsden Jr.Advisory Group Equity Services Ltd.Strategic Advisers LLC04-29-2009
Jeffrey Dean LewisAdvisory Group Equity Services Ltd.Commonwealth Financial Network04-17-2009
Joel Daniel KendallAdvisory Partners, LLCUBS Financial Services Inc.12-12-2016
Richard S SentnorAdvisory Resource Group, LLCMetLife Securities Inc.06-09-2015
Brian M HughesAdvisory Services NetworkMadden Advisory Services, Inc.06-13-2019
Debra Marie JohnsonAdvisory Services NetworkKestra Advisory Services, LLC01-02-2018
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Showing 351 to 375 of 100,580 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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