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
Michelle Jean GessnerGessner Wealth Strategies LLCMML Investors Services, LLC03-22-2016
Archer Curtis GillespieGillespie Wealth Management IncMML Investors Services, LLC07-24-2013
Dennis Michael LeahyGlobal Retirement Partners LLCMML Investors Services, LLC09-11-2017
Robin Michael TomasulaGlobal Retirement Partners LLCMML Investors Services, LLC03-10-2017
Kristi K BakerGlobal Retirement Partners LLCMML Investors Services, LLC02-23-2017
Jeffrey Matthew HammGPWA, LLCMML Investors Services, LLC02-24-2016
Dean Vincent ToscanoGPWA, LLCMML Investors Services, LLC02-23-2015
Michael E JohnsonGradient Securities, LLCMML Investors Services, LLC08-23-2012
Patrick A EmuakhagbonGreatlinks Financial GroupMML Investors Services, LLC04-08-2015
Maria Luisa OvalleGWN Securities Inc.MML Investors Services, LLC05-08-2019
Joseph Allen ArmstrongGWN Securities Inc.MML Investors Services, LLC$2502-05-2019
Lily Chiman LamGWN Securities Inc.MML Investors Services, LLC01-18-2019
Joseph ArbolaezGWN Securities Inc.MML Investors Services, LLC$2510-10-2018
Dennis Joseph MartinGWN Securities Inc.MML Investors Services, LLC08-30-2018
Christopher AlbertiGWN Securities Inc.MML Investors Services, LLC08-16-2018
Mary Syrokwash EarlGWN Securities Inc.MML Investors Services, LLC$3005-07-2018
Michael Allen StoneGWN Securities Inc.MML Investors Services, LLC03-09-2018
Dennis SturdivantGWN Securities Inc.MML Investors Services, LLC02-16-2018
Kevin ConroyGWN Securities Inc.MML Investors Services, LLC01-22-2018
Joshua Philip ZemskyGWN Securities Inc.MML Investors Services, LLC01-05-2018
Tyrone Courtney HutchinsonGWN Securities Inc.MML Investors Services, LLC11-13-2017
Michael Anthony DilellaGWN Securities Inc.MML Investors Services, LLC$10009-01-2017
Derek Scott De PolGWN Securities Inc.MML Investors Services, LLC$10008-14-2017
Michael G. StantonHalliday Financial, LLCMML Investors Services, LLC06-06-2017
Elizabeth Michelle IvyHarborVest, LLCMML Investors Services, LLC03-24-2014
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Showing 351 to 375 of 1,091 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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