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 C. MorganAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-03-2014
Adam John DeutschAmerican Portfolios Financial Services, Inc.Mutual of America Life Insurance Company$15005-01-2019
Adam Michael MarkAmerican Portfolios Financial Services, Inc.Long Grove Trading Co.$10009-28-2009
Alan David KahnAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC$25002-18-2014
Alan Jay BernsteinAmerican Portfolios Financial Services, Inc.Sound Asset Management Group, LLC$10002-23-2011
Alexander Guy NeriAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
Alexander ZingerAmerican Portfolios Financial Services, Inc.Independent Financial Group, LLC$10012-20-2018
Andrea Beth VassiliadisAmerican Portfolios Financial Services, Inc.LPL Financial LLC12-22-2014
Angelo Anthony Costanza IIAmerican Portfolios Financial Services, Inc.Novem Group11-11-2015
Anthony L. SimonettiAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$10010-24-2014
Anubhav MullickAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC05-17-2019
Brendan Kernkamp LeaveyAmerican Portfolios Financial Services, Inc.Janney Montgomery Scott LLC$50007-24-2009
Brian James ProvostAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$10012-10-2010
Brian Keith RicklesAmerican Portfolios Financial Services, Inc.FSC Securities Corporation$25008-23-2011
Brian QuatraleAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC05-19-2014
Bryan Joseph SullivanAmerican Portfolios Financial Services, Inc.Centaurus Financial, Inc.$25005-10-2013
Carmine Joseph PassanteAmerican Portfolios Financial Services, Inc.Legend Equities Corporation$25008-15-2016
Caryn Elizabeth KennedyAmerican Portfolios Financial Services, Inc.Signator Investors, Inc.$10002-18-2011
Charles Edgar Hanny IVAmerican Portfolios Financial Services, Inc.Ameriprise Financial Services, Inc.$10001-29-2010
Charles Michael MatisiAmerican Portfolios Financial Services, Inc.4Thought Financial Group Inc.04-16-2014
Charles Phillips DarrowAmerican Portfolios Financial Services, Inc.LPL Financial LLC$50009-04-2009
Christopher James WolfeAmerican Portfolios Financial Services, Inc.Park Avenue Securities LLC$25004-28-2017
Christopher MuratoriAmerican Portfolios Financial Services, Inc.Mutual Service Corporation$50008-25-2009
Christopher Thomas GillonAmerican Portfolios Financial Services, Inc.Sandgrain Securities LLC$50002-24-2012
Colette Rebecca BitzasAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$10007-19-2010
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Showing 1 to 25 of 209 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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