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
Mark Steven WojcinskiAmerican Portfolios Financial Services, Inc.GWN Securities Inc.07-23-2019
Lydia C. StephensAmerican Portfolios Financial Services, Inc.Next Financial Group, Inc.$5007-09-2019
Adam John DeutschAmerican Portfolios Financial Services, Inc.Mutual Of America Life Insurance Company$15005-01-2019
Joffre SalazarAmerican Portfolios Financial Services, Inc.LPL Financial LLC04-08-2019
Donna M MclaughlinAmerican Portfolios Financial Services, Inc.Questar Capital Corporation02-21-2019
Scott Gregory StevensAmerican Portfolios Financial Services, Inc.Raymond James & Associates, Inc.$5001-10-2019
Andrew Albert Koch Jr.American Portfolios Financial Services, Inc.HD Vest Investment Services$101-04-2019
Daniel Alexander RoscoeAmerican Portfolios Financial Services, Inc.Royal Alliance Associates, Inc.12-21-2018
Alexander ZingerAmerican Portfolios Financial Services, Inc.Independent Financial Group, LLC$112-20-2018
Stephen Ira GilbergAmerican Portfolios Financial Services, Inc.Questar Capital Corporation$5012-14-2018
James Burl FergusonAmerican Portfolios Financial Services, Inc.Flaharty Asset Management, LLC$3911-28-2018
Michael John BurkeAmerican Portfolios Financial Services, Inc.NORTHEAST SECURITIES, LLC$5010-31-2018
Jeffrey James McavaddyAmerican Portfolios Financial Services, Inc.ProEquities, Inc.10-05-2018
Paul Murdock GreenAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$15008-31-2018
Alberto Hernan ChavezAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC$107-19-2018
Mark Robert FrielerAmerican Portfolios Financial Services, Inc.H. Beck, Inc.$2506-29-2018
Hillary Joy WertliebAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC$2506-01-2018
Linda BenlevyAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC$1003-16-2018
Daniel Lawrence PolanskyAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$5003-02-2018
John Patrick BryantAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$5003-02-2018
Thomas George GoodwinAmerican Portfolios Financial Services, Inc.Summit Equities, Inc.$1003-01-2018
Derek John RussellAmerican Portfolios Financial Services, Inc.Hornor, Townsend & Kent, LLC$10002-09-2018
Matthew Franklin SchneidermanAmerican Portfolios Financial Services, Inc.Kovack Securities Inc.02-08-2018
Charles Edward BoomsAmerican Portfolios Financial Services, Inc.SA Stone Wealth Management Inc.02-07-2018
Daniel Joseph AbelAmerican Portfolios Financial Services, Inc.Morgan Stanley$5001-16-2018
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Showing 1 to 25 of 270 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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