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
Alan Wayne CohenCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2409-20-2019
Debra Fain GrauelCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
David Gregory WursterCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Brian Timothy StarkCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Derek Nathan EichenwaldCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Joel A. FaberCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
James E. BaltzersenCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Brian David O'DellCetera Advisor Networks LLCSummit Brokerage Services, Inc.$15009-20-2019
Edward Graham LindbloomCetera Advisor Networks LLCSummit Brokerage Services, Inc.$15009-20-2019
Christopher ToddCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Fred William KoblerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Barry D. HellerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Kevin Thomas SheffieldCetera Advisor Networks LLCSummit Brokerage Services, Inc.$1609-20-2019
Stephen Duane StechCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Matthew Kelly LoganCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Robert Douglas RosenbergCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
David Dean KluksdalCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Steven Hugh MurphyCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Todd Matthew HankinsCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Jonathan Michael RigoniCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
James Baker PetersCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Rebecca S. LeonardCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Mark Richard RuppCetera Advisor Networks LLCSummit Brokerage Services, Inc.$1309-20-2019
Brenda S DozierCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Edward Eugene VelaCetera Advisor Networks LLCSummit Brokerage Services, Inc.$1209-20-2019
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Showing 201 to 225 of 1,068 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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