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
James Ernest JolyCantella & Co., Inc.Voya Financial Advisors, Inc.$5007-28-2018
Bruce S. JakielCantella & Co., Inc.Edward Jones04-04-2018
Daryl MillerCantella & Co., Inc.Investors Capital Corp.$2507-22-2016
Philip Andre PeloquinCantella & Co., Inc.UBS Financial Services Inc.$5002-12-2016
Debra Marranca StotlerCantella & Co., Inc.Moors & Cabot, Inc.$5010-16-2015
Marlene Russell StoverCantella & Co., Inc.IFS Securities03-02-2015
Cristina Marie DestefanisCantella & Co., Inc.John Hancock Funds, LLC11-13-2014
Bradford Sanders MyersCantella & Co., Inc.Ameriprise Financial Services, Inc.05-02-2014
Vincent Michael RecchiaCantella & Co., Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1003-07-2014
Kerry Earl CastonguayCantella & Co., Inc.LPL Financial LLC$1002-25-2014
Gary R. SmithCantella & Co., Inc.MetLife Securities Inc.02-07-2014
Sean Patrick FlahertyCantella & Co., Inc.LPL Financial LLC01-02-2014
Mark Gregory McGonagleCantella & Co., Inc.LPL Financial LLC12-06-2013
William Joseph FallonCantella & Co., Inc.Parkland Securities, LLC11-01-2013
Steven Michael DiasCantella & Co., Inc.LPL Financial LLC03-15-2012
Silas Hemenway WitherbeeCantella & Co., Inc.Janney Montgomery Scott LLC03-12-2010
Michael John MellaCantella & Co., Inc.Janney Montgomery Scott LLC$5002-23-2010
Peter Felix McAleer Jr.Cantella & Co., Inc.Janney Montgomery Scott LLC10-20-2009
John Paul DestefanisCantella & Co., Inc.U.S. Wealth Advisors, LLC.05-21-2009
Joseph AzevedoCantella & Co., Inc.Edward Jones04-21-2009

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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