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
Philip Andrew KostaroffRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Nathaniel Thomas VolkemaRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Angela RennaRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Joseph Michael KendyRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Scott John SonntagRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Cindy Hsin GretschmannRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Elizabeth Ann ValentiRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Brenton Alexander PittRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
David Anthony ReichertRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Rebecca Day TaylorRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Michaela F. ScottRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Marvin Louis AndringaRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Jaime Alberto HinojosaRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Robert Edward CooperRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Ben B Behzad EshaghiRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Gary Curtis Yontz Sr.Royal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Donald Eugene BuehrleRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Gary Bryan FerrugiariRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Stephen Clarke PittsRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Peter Christophe ZehRoyal Alliance Associates, Inc.Signator Investors, Inc.$2511-02-2018
Gregory John HannahRoyal Alliance Associates, Inc.Signator Investors, Inc.$2411-02-2018
Leonard Aaron Goodman IIIRoyal Alliance Associates, Inc.Signator Investors, Inc.$2411-02-2018
Alice TangRoyal Alliance Associates, Inc.Signator Investors, Inc.$2311-02-2018
James Michael BurkertRoyal Alliance Associates, Inc.Signator Investors, Inc.$2311-02-2018
James Gregory BiasottiRoyal Alliance Associates, Inc.Signator Investors, Inc.$2111-02-2018
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Showing 351 to 375 of 1,441 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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