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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elizabeth Towle HodgdonCambridge Investment Research, Inc.MML Investors Services, Inc.01-02-2020
Steven M. DaltonCambridge Investment Research, Inc.Brophy Wealth Management, LLC$10011-12-2018
Robert Christopher RolandCambridge Investment Research, Inc.Lincoln Investment$10001-18-2018
Eric John BahrCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$17011-21-2017
Donald Joseph StgelaisCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$25011-21-2017
Jeremy Wade BenoitCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$31011-21-2017
Jonathan Webber MarvinCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$50011-21-2017
Brendan Patrick CaseyCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$50011-21-2017
Donna Marie RiveraCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Richard Francis AkatyszewskiCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Celeste Marie MonaghanCambridge Investment Research, Inc.Investors Capital Corp.08-08-2016
Jaimie L. SousaCambridge Investment Research, Inc.The Foundry Financial Group, Inc.$50004-07-2014
Stuart Jeffrey BronsonCambridge Investment Research, Inc.MML Investors Services, LLC11-01-2013
Nataliya Vasylivna BergeronCambridge Investment Research, Inc.Fidelity Brokerage Services LLC03-06-2013
Michael Paul FrancoeurCambridge Investment Research, Inc.Edward Jones$10001-06-2012
David J. DobrusinCambridge Investment Research, Inc.Jackson Roskelley Wealth Advisors, Inc.08-17-2010
Robin Sue JarvisCambridge Investment Research, Inc.Oppenheimer & Co. Inc.$50003-03-2010
David Louis Baker Jr.Cambridge Investment Research, Inc.Woodbury Financial Services, Inc.$25011-12-2009
Rick Paul CecchettiCambridge Investment Research, Inc.Woodbury Financial Services, Inc.$50011-12-2009
Michael Martin MurrayCambridge Investment Research, Inc.UBS Financial Services Inc.01-01-2009

Showing 1 to 20 of 20 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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