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
Adam C. MorganAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-03-2014
Anthony L. SimonettiAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$1010-24-2014
Brian David WrightAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$2507-22-2014
Brian James ProvostAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Curtis Lynn MusserAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2012
Daniel Russell BaileyAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Daniel Stephen DipaolaAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$5010-03-2014
David Michael Pulcini Jr.American Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
Gregory Edward KniselyAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC05-15-2015
John P. HarmsAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
Leonard John MarschAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Paul Murdock GreenAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$15008-31-2018
Ralph Keith AngeloAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Robert A. DornanAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Robert Adrian ShufordAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC01-06-2014
Robert C CondermanAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Robert Ernest KauffmanAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$15009-01-2011
Robert Joseph St GeorgeAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$5002-03-2012
Ryan Matthew MiddletonAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Ryan Phillip RussoAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC05-21-2014
Shawn Michael RichardsAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Todd Ellsworth HarrisAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC12-10-2010
Whitney Wilson MerrillAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$5002-26-2013
William Harold SteedleyAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC02-05-2016

Showing 1 to 24 of 24 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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