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
Adam M. BrechtlMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brett Andrew BauchMML Investors Services, LLCMetLife Securities Inc.$5007-16-2012
Carl E. BarnardMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Eric Timothy KaplaMorgan StanleyMetLife Securities Inc.08-19-2011
Francis Patrick O'TooleMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Freeman T. LindeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gregory Joseph HowellKCD Financial, Inc.MetLife Securities Inc.10-10-2014
Gregory Michael DietzMML Investors Services, LLCMetLife Securities Inc.$2003-25-2017
Jeffrey William DayMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joel Phillip DettwilerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John Joseph Lerose IIIMorgan StanleyMetLife Securities Inc.01-31-2014
Jonathan Geoffrey MeadNYLIFE Securities LLCMetLife Securities Inc.05-04-2016
Joseph D MeyerPackerland Brokerage Services, Inc.MetLife Securities Inc.01-15-2015
Justus Gerald HedeenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-30-2010
Kenneth Joseph WirtzMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Kenneth William FlanneryRaymond James Financial Services, Inc.MetLife Securities Inc.03-11-2016
Kevin R FisherRaymond James Financial Services, Inc.MetLife Securities Inc.$1011-10-2016
Kristian L. FinfrockKalos Capital, Inc.MetLife Securities Inc.$1003-08-2012
Kyle SvetlikCountry Capital Management CompanyMetLife Securities Inc.09-26-2013
Mathew C NoelMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Matthew Charles MolitorMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Harold HaaseMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Joseph Russo Jr.MML Investors Services, LLCMetLife Securities Inc.$3503-25-2017
Paul Tomas TourvilleLPL Financial LLCMetLife Securities Inc.$5005-06-2015
Rebecca Lyn AgamaiteAdvisors Management Group IncMetLife Securities Inc.03-09-2011
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Showing 1 to 25 of 39 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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