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
Jacob Douglas BlondellCitizens Securities, Inc.Cadaret, Grant & Co., Inc.06-07-2019
Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.$10005-31-2019
Frank Joseph FattizziLPL Financial LLCCadaret, Grant & Co., Inc.$25005-31-2019
Louis Anthony AddessoLPL Financial LLCCadaret, Grant & Co., Inc.$50005-31-2019
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
Peter A FranzLPL Financial LLCCadaret, Grant & Co., Inc.$10003-29-2019
Mark William WatermanSagePoint Financial, Inc.Cadaret, Grant & Co., Inc.$10003-29-2019
Allison Anne MajorLPL Financial LLCCadaret, Grant & Co., Inc.$25003-29-2019
Michael Joseph HennessyLPL Financial LLCCadaret, Grant & Co., Inc.$50003-29-2019
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
Paul Calvin AhrensCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$10001-02-2019
Rachel Barton RoneyCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$23901-02-2019
Neil Jonathan HoytCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$25001-02-2019
Jeffrey Edward KleinCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$25001-02-2019
Sonnet Leath LoftusCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$50001-02-2019
Michelle Louise Papa-DinesCommonwealth Financial NetworkCadaret, Grant & Co., Inc.01-02-2019
Erick B BondLPL Financial LLCCadaret, Grant & Co., Inc.12-07-2018
Daniel Christian KelleySummit Brokerage Services, Inc.Cadaret, Grant & Co., Inc.10-31-2018
Kevin C. HillLPL Financial LLCCadaret, Grant & Co., Inc.10-16-2018
Jessica Maureen ChampionIndependent Financial Group, LLCCadaret, Grant & Co., Inc.09-27-2018
Vito Anthony QuerciaLPL Financial LLCCadaret, Grant & Co., Inc.$25009-18-2018
Kyle Miller DunnLPL Financial LLCCadaret, Grant & Co., Inc.$25009-18-2018
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Showing 1 to 25 of 29 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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