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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Gregory ProvanceLPL Financial LLCCetera Advisor Networks LLC12-09-2013
Agnes Ann RoachLPL Financial LLCCetera Advisor Networks LLC11-01-2018
Alan Jay LevineLPL Financial LLCCetera Advisor Networks LLC$10004-29-2010
Albert Adel SidhomThe Investment Center, Inc.Cetera Advisor Networks LLC06-15-2016
Alexander Morris KronickCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1006-01-2010
Allen Earl RobertsonSecurities America, Inc.Cetera Advisor Networks LLC07-24-2009
Allen Michael HallLPL Financial LLCCetera Advisor Networks LLC10-19-2018
Amanda Kong PhimmachackLPL Financial LLCCetera Advisor Networks LLC10-01-2013
Amanda Lyvette RobinsonAXA Advisors, LLCCetera Advisor Networks LLC$1012-05-2018
Amy J. MartinRaymond James Financial Services, Inc.Cetera Advisor Networks LLC12-15-2014
Andrea Lynn WillisSecurities America, Inc.Cetera Advisor Networks LLC07-21-2016
Andrew Carl RennerfeldtCetera Advisors LLCCetera Advisor Networks LLC02-05-2009
Andrew Christopher PappMinistry Partners Securities, LLCCetera Advisor Networks LLC08-06-2014
Andrew Einar SwansonSecurities America, Inc.Cetera Advisor Networks LLC06-15-2009
Andrew George PalomoSecurities America, Inc.Cetera Advisor Networks LLC$2508-02-2019
Andrew George PalomoSecurities America, Inc.Cetera Advisor Networks LLC$2508-02-2019
Andrew Martin MeehanLPL Financial LLCCetera Advisor Networks LLC09-18-2012
Angela Marie CaballeroAshton Thomas Private Wealth, LLCCetera Advisor Networks LLC12-03-2018
Ann Cheryl FrigonFBL Marketing Services, LLCCetera Advisor Networks LLC$5008-19-2019
Anthony Joseph FerraraLarson Financial Securities, LLCCetera Advisor Networks LLC07-21-2010
Arick Ronald HedinPNC InvestmentsCetera Advisor Networks LLC09-02-2015
Babajide Adeniyi OluyemiLPL Financial LLCCetera Advisor Networks LLC$5007-29-2010
Barb Vavruska FishSecurities America, Inc.Cetera Advisor Networks LLC$1010-13-2010
Barton Raymond KetterlingCommonwealth Financial NetworkCetera Advisor Networks LLC07-01-2009
Benjamin Edward ReiterAmeriprise Financial Services, Inc.Cetera Advisor Networks LLC$5004-25-2013
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Showing 1 to 25 of 445 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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