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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cody Everett ButerbaughMangolds Investment Advisors Inc.PFS Investments Inc.09-02-2020
Joseph Edward StacyMeranti Capital Partners, Inc.PFS Investments Inc.08-14-2020
Jesse L MartinEquitable Advisors, LLCPFS Investments Inc.08-12-2020
Charlene ToochRaymond James & Associates, Inc.PFS Investments Inc.08-06-2020
Mary Ann BennettEdward JonesPFS Investments Inc.$5007-17-2020
David John EchevarriaAllstate Financial Services, LLCPFS Investments Inc.07-10-2020
Nima GeramidahiAllstate Financial Services, LLCPFS Investments Inc.06-03-2020
Andres Humberto GomezCambridge Investment Research, Inc.PFS Investments Inc.06-01-2020
John Anthony BertranWorld Equity Group, Inc.PFS Investments Inc.05-22-2020
Grace Minerva Lopez-WilliamsAvantax Investment Services, Inc.PFS Investments Inc.05-04-2020
Brian Edward BirchmeierCetera Advisors LLCPFS Investments Inc.04-29-2020
Zachary ButerbaughMangolds Investment Advisors Inc.PFS Investments Inc.04-22-2020
William Caleb BennettPark Avenue Securities LLCPFS Investments Inc.04-21-2020
Laura Kraft McraeMML Investors Services, LLCPFS Investments Inc.04-20-2020
Utkarsha BanerjeeCetera Advisor Networks LLCPFS Investments Inc.03-30-2020
Cheryl-Ann BacilloEquitable Advisors, LLCPFS Investments Inc.03-30-2020
Lucian Mohssin LobelkarimiLuke CapitalPFS Investments Inc.03-25-2020
Peter Anton DobleKey Investment Services LLCPFS Investments Inc.03-17-2020
Carlos Francisco UriarteSecurities Management & Research, Inc.PFS Investments Inc.03-12-2020
Luke BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedPFS Investments Inc.03-11-2020
Carlos Manuel ChapaCresta AdvisorsPFS Investments Inc.03-07-2020
Donavan Anthony ThomasAllstate Financial Advisors, LLCPFS Investments Inc.03-05-2020
James Brandon WhitesidesSilver Oak Securities, IncorporatedPFS Investments Inc.03-04-2020
Arthur V PerezCUNA Brokerage Services, Inc.PFS Investments Inc.02-24-2020
Robert Alexander FeeneyCentric Advisors, LLCPFS Investments Inc.02-12-2020
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Showing 1 to 25 of 257 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.