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
Andrew Douglas RobertsCambridge Investment Research, Inc.Wall Street Financial Group, Inc.06-10-2013
April Beasley BoothCambridge Investment Research, Inc.Wall Street Financial Group, Inc.$1006-10-2013
Athanacios ArapidisCambridge Investment Research, Inc.Cetera Advisors LLC$5003-01-2018
Brendan T JefferyCambridge Investment Research, Inc.Ensemble Financial Services, Inc.05-31-2011
Bryan TrugmanCambridge Investment Research, Inc.MetLife Securities Inc.12-05-2014
Christopher James DaceyCambridge Investment Research, Inc.Next Financial Group, Inc.09-04-2015
Christopher Scott RennaCambridge Investment Research, Inc.LPL Financial LLC08-10-2015
David ChoitCambridge Investment Research, Inc.MetLife Securities Inc.12-05-2014
David Raymond StromeckiCambridge Investment Research, Inc.Voya Financial Advisors, Inc.10-18-2012
Douglas Marc AbbateCambridge Investment Research, Inc.LPL Financial LLC$1008-10-2015
Gary George CastineCambridge Investment Research, Inc.Ensemble Financial Services, Inc.$10005-31-2011
James Patrick NorrisCambridge Investment Research, Inc.Ensemble Financial Services, Inc.$5007-11-2011
Janet Lynn LakeCambridge Investment Research, Inc.CUSO Financial Services, L.P.04-17-2017
Janet Marie GoulartCambridge Investment Research, Inc.Baystate Wealth Management08-30-2013
Jason Russell KelleyCambridge Investment Research, Inc.Allstate Financial Services, LLC02-07-2014
Jeffrey Michael TrugmanCambridge Investment Research, Inc.MetLife Securities Inc.$1001-30-2015
John Paul EnrightCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation10-21-2016
Joseph Paul TuroCambridge Investment Research, Inc.AXA Advisors, LLC06-03-2013
Kathleen Elizabeth O'Donnell LutherCambridge Investment Research, Inc.Adirondack Trading Group LLC12-04-2015
Kathleen Marie RothCambridge Investment Research, Inc.Ensemble Financial Services, Inc.05-31-2011
Kenneth W ReitzCambridge Investment Research, Inc.LPL Financial LLC12-03-2012
Lorraine Meloro ReithCambridge Investment Research, Inc.Northern Lights Distributors, LLC09-04-2015
Mark James DerosaCambridge Investment Research, Inc.Richard Brothers Securities07-16-2013
Matthew Scott EggarCambridge Investment Research, Inc.AXA Advisors, LLC01-03-2018
Michael Joseph Charleton Jr.Cambridge Investment Research, Inc.Wall Street Financial Group, Inc.$5006-10-2013
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Showing 1 to 25 of 38 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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