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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lisa Ann Churas WernerCambridge Investment Research, Inc.MML Investors Services, LLC$106-03-2013
Patrick Edward OneilCambridge Investment Research, Inc.MML Investors Services, LLC$105-17-2013
Gail Lynn Van NestCambridge Investment Research, Inc.MML Investors Services, LLC$105-10-2013
Joan Eileen Zaleski CFPCambridge Investment Research, Inc.MML Investors Services, LLC$103-18-2013
Andrew Patrick WittichCambridge Investment Research, Inc.MML Investors Services, LLC03-01-2013
Michael Lane MclaughlinCambridge Investment Research, Inc.MML Investors Services, LLC02-22-2013
Jason Charles WidlerCambridge Investment Research, Inc.MML Investors Services, LLC01-22-2013
Noel Colin RoachCambridge Investment Research, Inc.MML Investors Services, LLC$2501-22-2013
Ryan Thomas JohnsonCambridge Investment Research, Inc.MML Investors Services, LLC$5001-22-2013
James Bryan GarnerCambridge Investment Research, Inc.MML Investors Services, LLC01-02-2013
Winston W MaloneCambridge Investment Research, Inc.MML Investors Services, LLC01-02-2013
Matthew C GrayCambridge Investment Research, Inc.MML Investors Services, LLC08-28-2012
Heywood Axtell Turner IIICambridge Investment Research, Inc.MML Investors Services, LLC$5006-11-2012
John Brian LeeCambridge Investment Research, Inc.MML Investors Services, LLC$106-07-2012
William David RomanelloCambridge Investment Research, Inc.MML Investors Services, LLC05-17-2012
Todd Mitchell HarrisCambridge Investment Research, Inc.MML Investors Services, LLC$1507-22-2011
Jonathan Edward MichaelCambridge Investment Research, Inc.MML Investors Services, LLC$107-01-2011
Richard H TannerCambridge Investment Research, Inc.MML Investors Services, LLC$5007-01-2011
Bradley David FathCambridge Investment Research, Inc.MML Investors Services, LLC$2504-26-2011
Thomas Michael TaciaCambridge Investment Research, Inc.MML Investors Services, LLC04-26-2011
Todd Kenneth CsernaiCambridge Investment Research, Inc.MML Investors Services, LLC$5004-26-2011
Cary Cy Warren FacerCambridge Investment Research, Inc.MML Investors Services, LLC03-03-2011
Wade Lance Mcminn Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC$10001-31-2011
Robert Peter LareauCambridge Investment Research, Inc.MML Investors Services, LLC$101-19-2011
James J DenoraCambridge Investment Research, Inc.MML Investors Services, LLC$112-07-2010
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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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