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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aubrey Cecil Rhodes Jr.1st Global Capital Corp.Cambridge Investment Research, Inc.08-02-2012
HANNA CHRISTEL FLECK20/20 Capital Management, IncCambridge Investment Research, Inc.08-11-2017
Michele Lea WheelerAccel Wealth Management LLCCambridge Investment Research, Inc.06-26-2017
Gregg Michael IndovinaAccelerated Wealth Advisors LLCCambridge Investment Research, Inc.01-06-2015
John Patrick StelmanAcorn Wealth Advisors, LLCCambridge Investment Research, Inc.07-11-2018
Sonish Mahendra PatelAdvicePeriod, LLCCambridge Investment Research, Inc.03-05-2019
John Hoyt Williams Jr.Advisory Services NetworkCambridge Investment Research, Inc.07-10-2017
Michael James PetyakAdvisory Services NetworkCambridge Investment Research, Inc.07-10-2017
Anthony John EvgenikosAJE Wealth Management, LLCCambridge Investment Research, Inc.01-10-2013
Thomas Henry AlexaAlexa Wealth Management, LLCCambridge Investment Research, Inc.06-03-2019
Kevin Jay GrantAllegiance Wealth Management GroupCambridge Investment Research, Inc.01-14-2014
Charles Kirby CopasAllstate Financial Services, LLCCambridge Investment Research, Inc.$50007-20-2017
Damian Michael CzechorskiAllstate Financial Services, LLCCambridge Investment Research, Inc.10-18-2016
John Brandon BroderickAllstate Financial Services, LLCCambridge Investment Research, Inc.06-15-2011
Dean Brian BaumgartnerAllworth Financial, L.P.Cambridge Investment Research, Inc.05-01-2019
Thomas Kevin AmbroseAmbrose Wealth ManagementCambridge Investment Research, Inc.08-26-2015
Gregg Charles ParkerAmerican Portfolios Financial Services, Inc.Cambridge Investment Research, Inc.12-15-2016
Robert TilsonAmerican Portfolios Financial Services, Inc.Cambridge Investment Research, Inc.$10006-01-2012
William John MccahillAmerican Portfolios Financial Services, Inc.Cambridge Investment Research, Inc.$10006-01-2012
Henry Mark KorngutAmerican Portfolios Financial Services, Inc.Cambridge Investment Research, Inc.$25003-04-2011
Charles Shoghi PirniaAmeriprise Financial Services, Inc.Cambridge Investment Research, Inc.10-01-2019
Mark David CohnAmeriprise Financial Services, Inc.Cambridge Investment Research, Inc.$50002-01-2018
Rick Paul CecchettiAmeriprise Financial Services, Inc.Cambridge Investment Research, Inc.$50012-01-2017
Robert John RichardsAmeriprise Financial Services, Inc.Cambridge Investment Research, Inc.$10011-14-2017
Heather Beth BaroneAmeriprise Financial Services, Inc.Cambridge Investment Research, Inc.11-14-2017
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Showing 1 to 25 of 899 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.

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