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
William Charles Witt Jr.Vantage Financial Group, Inc.Cetera Advisor Networks LLC05-06-2010
Kurt Richard RingenbachLPL Financial LLCCetera Advisor Networks LLC$10003-24-2011
Frank William ZalarAPW Capital, Inc.Cetera Advisor Networks LLC$25006-06-2011
Justin K. PagnardVantage Financial Group, Inc.Cetera Advisor Networks LLC09-15-2011
Michael James BakerCommonwealth Financial NetworkCetera Advisor Networks LLC$25009-21-2011
Shawn David BrunnerCommonwealth Financial NetworkCetera Advisor Networks LLC09-21-2011
Stephen James CribleyLincoln Financial Advisors CorporationCetera Advisor Networks LLC04-23-2014
Cheryl Lynn NormanCambridge Investment Research, Inc.Cetera Advisor Networks LLC03-16-2015
Conor Carey TilowUBS Financial Services Inc.Cetera Advisor Networks LLC04-16-2015
Kayla Elizabeth LohrenzJ.P. Morgan Securities LLCCetera Advisor Networks LLC05-04-2015
Thomas Patrick FayenCapital Financial Services, Inc.Cetera Advisor Networks LLC$50008-13-2015
Arick Ronald HedinPNC InvestmentsCetera Advisor Networks LLC$10009-02-2015
Ronald Jacob ScharerCommonwealth Financial NetworkCetera Advisor Networks LLC$10005-25-2016
Scott Alan CrawfordCommonwealth Financial NetworkCetera Advisor Networks LLC$10005-25-2016
Rodney Charles FairchildCommonwealth Financial NetworkCetera Advisor Networks LLC$25005-25-2016
Danielle M. LandonCommonwealth Financial NetworkCetera Advisor Networks LLC05-25-2016
Michael J. KostelnikFamily Life Financial PlanningCetera Advisor Networks LLC09-06-2016
Daniel James LaulettaMetLife Securities Inc.Cetera Advisor Networks LLC$50009-07-2016
Gregory Michael PalichlebKey Investment Services LLCCetera Advisor Networks LLC$10002-01-2017
Jennifer Kathryn PieronekLPL Financial LLCCetera Advisor Networks LLC$15002-09-2017
Dawn Danise ChurpekWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Cetera Advisor Networks LLC03-30-2017
Douglas Stephan KingProsperity Capital AdvisorsCetera Advisor Networks LLC04-07-2017
Alex James AbramsSecurities Brokerage ServicesCetera Advisor Networks LLC05-12-2017
Kemper David ArnoldVicus Capital, Inc.Cetera Advisor Networks LLC07-21-2017
Autumn Ann TaylorVicus Capital, Inc.Cetera Advisor Networks LLC08-08-2017
Next Page »

Showing 1 to 25 of 40 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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