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
Michael Robert GonzalezMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ai T CaiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Doris Diane FrancisMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Rekha R PatelMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Paul Brian MayhewMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Richard Mark ThompsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Pearl Marie DoddMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Ray AllenMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Scott LengyelMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Richard Craig AdamsonMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gregory Robert JonesMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Rajeshvari Suresh PalaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Tim Edward CorneliusMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Matias De Llano IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Allen Bart AttayaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Chisuk Pak BelcherMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian Joseph LitowitzMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jason Robert OdetteMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Andrew Koebel Schwartz IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Janet L. GarnerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Bayer IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Alyson Jane GuestMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Stefani Scott PriceMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gina Tsai MejiaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Yu Nil ChenMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 51 to 75 of 122 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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