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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Bennett BermanCetera Advisor Networks LLCCetera Advisor Networks LLC01-10-2018
Bonnie Kay BaileyCWM, LLCCetera Advisor Networks LLC12-11-2018
Steve Allen RaitzykLincoln Financial Securities CorporationCetera Advisor Networks LLC12-20-2013
Harold Joe PairLombard Securities IncorporatedCetera Advisor Networks LLC$2602-01-2018
Charles Lee ReeseLPL Financial LLCCetera Advisor Networks LLC$5009-07-2018
Scott Alexander WightNationwide Securities, LLCCetera Advisor Networks LLC02-07-2018
Matthew B. MainSunTrust Investment Services, Inc.Cetera Advisor Networks LLC06-19-2013
Jeffrey T. GueThe Investment Center, Inc.Cetera Advisor Networks LLC$5011-09-2016
Stephen Yaroslav Mohyla Jr.Woodbury Financial Services, Inc.Cetera Advisor Networks LLC$5011-30-2016
Abram Isaac BrusteinWoodbury Financial Services, Inc.Cetera Advisor Networks LLC12-19-2014

Showing 1 to 10 of 10 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.