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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bryan James BaccaroAllstate Financial Services, LLCAXA Advisors, LLC06-03-2019
Robert Irgens BlackAllstate Financial Services, LLCAXA Advisors, LLC11-01-2018
Jonathan Charles PhilportAmeriprise Financial Services, Inc.AXA Advisors, LLC11-07-2018
Saji PhilipAmeriprise Financial Services, Inc.AXA Advisors, LLC$1009-09-2014
Alexander Charles BorsukAmeriprise Financial Services, Inc.AXA Advisors, LLC03-02-2012
Richard Ellis CraftBCG Securities, Inc.AXA Advisors, LLC02-23-2010
Ryan Christopher KellerChelsea Financial ServicesAXA Advisors, LLC06-23-2017
William Francis BianculliEquity Services, Inc.AXA Advisors, LLC03-18-2014
Joseph Anthony Petrillo Jr.Garden State Securities, Inc.AXA Advisors, LLC06-21-2010
Nathaniel Ralph HeneinHornor, Townsend & Kent, LLCAXA Advisors, LLC08-16-2011
Anthony PersaudHSBC Securities (USA) Inc.AXA Advisors, LLC08-10-2009
Ryan Andrew SoosJ.P. Morgan Securities LLCAXA Advisors, LLC01-20-2016
David Howard SteinhardtLincoln Financial Advisors CorporationAXA Advisors, LLC07-13-2010
Robert Scott WandsLincoln InvestmentAXA Advisors, LLC05-11-2010
Stewart Alan SchneckM Holdings Securities, Inc.AXA Advisors, LLC03-06-2012
Kevin GalazinMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-16-2018
Gabriel Aaron ToledoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-15-2017
Connor FlynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-22-2017
Michael John MarescaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-07-2017
Jonathan Charles CohenMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC02-09-2015
Christopher E. MacpheeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-17-2014
William Ford BresslerMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC06-19-2014
Kevin M MarpaungMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC06-16-2014
Steven MichalkowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-23-2013
Joseph Arthur TroianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-08-2013
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Showing 1 to 25 of 69 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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