Advisers on the Move TEST

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
Savas Nick ConstantinouAllstate Financial Services, LLCAXA Advisors, LLC$50004-18-2018
Mitchell Arthur GurlandAllstate Financial Services, LLCAXA Advisors, LLC08-26-2015
Reuel Moore Sr.Allstate Financial Services, LLCAXA Advisors, LLC06-21-2011
Robert M. RomanAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$25007-18-2014
Jonathan Charles PhilportAmeriprise Financial Services, Inc.AXA Advisors, LLC$10011-07-2018
Saji PhilipAmeriprise Financial Services, Inc.AXA Advisors, LLC$10009-09-2014
Alexander Charles BorsukAmeriprise Financial Services, Inc.AXA Advisors, LLC$10003-02-2012
Patrick Joseph Rogers Jr.APW Capital, Inc.AXA Advisors, LLC09-13-2018
Martin Patrick CranitchAvantax Investment Services, Inc.AXA Advisors, LLC11-20-2014
Richard Alexander ZytkoBCG Securities, Inc.AXA Advisors, LLC$25012-20-2010
Richard Ellis CraftBCG Securities, Inc.AXA Advisors, LLC$10002-23-2010
Willard David Moore Jr.BCG Securities, Inc.AXA Advisors, LLC$10007-13-2009
Linda Jean PresslerCadaret, Grant & Co., Inc.AXA Advisors, LLC$25011-27-2013
Matthew Walter MurphyCapital One Investment Services LLCAXA Advisors, LLC$50002-24-2014
James Joseph SzparaCetera Investment Services LLCAXA Advisors, LLC$10008-07-2012
Douglas Eugene KellerChelsea Financial ServicesAXA Advisors, LLC06-23-2017
Ryan Christopher KellerChelsea Financial ServicesAXA Advisors, LLC06-23-2017
Adam ZielinskiCommonwealth Financial NetworkAXA Advisors, LLC$10011-19-2018
Matthew Wayne SiegelCommonwealth Financial NetworkAXA Advisors, LLC$31011-19-2018
Chirag M PatelEquity Services, Inc.AXA Advisors, LLC05-06-2015
William Francis BianculliEquity Services, Inc.AXA Advisors, LLC$10003-18-2014
Joseph Matthew SuarezErnst & Young Investment Advisers LLPAXA Advisors, LLC10-11-2019
Robert James Gessner Jr.First Command Financial Planning, Inc.AXA Advisors, LLC11-19-2014
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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.