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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Paul CooperAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.$5007-31-2020
Michael Andy TabinskyAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.07-31-2020
Jeffrey Alan VogtAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.$2507-31-2020
John Douglas ButterworthAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.$2507-31-2020
Carlton Leon JacksonAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.$2507-31-2020
Daniel James BlondellAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.$10007-31-2020
Daniel Joseph AspenleiterAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.07-31-2020
Peter Louis Corvisiero JrAegis Capital Corp.Cadaret, Grant & Co., Inc.$5007-14-2020
Diana S ApostolovaRochester InvestmentsCadaret, Grant & Co., Inc.05-18-2020
Kahlil AdamesLPL Financial LLCCadaret, Grant & Co., Inc.02-10-2020
Timothy James PandekakesAmerican Portfolios Financial Services, Inc.Cadaret, Grant & Co., Inc.08-22-2019
Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.05-31-2019
Louis Anthony AddessoLPL Financial LLCCadaret, Grant & Co., Inc.$5005-31-2019
Frank Joseph FattizziLPL Financial LLCCadaret, Grant & Co., Inc.$2505-31-2019
Benjamin Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.05-31-2019
Dana M Calcagno-WilkinsNorthwestern Mutual Investment Services, LLCCadaret, Grant & Co., Inc.05-30-2019
Michael Joseph HennessyLPL Financial LLCCadaret, Grant & Co., Inc.$5003-29-2019
Schuyler B DombroskeLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Daryl James ChesebroLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Graham William NelsonLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Peter A FranzLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Allison Anne MajorLPL Financial LLCCadaret, Grant & Co., Inc.$2503-29-2019
Neil Hoyt Rachel Roney Jeffrey Klein Sonnet Loftus and Paul AhrensCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$50001-02-2019
Neil Jonathan HoytCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$2501-02-2019
Jeffrey Edward KleinCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$2501-02-2019
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Showing 1 to 25 of 86 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.