Advisers on the Move TEST

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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Wright AustinCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-03-2020
Vanessa Michelle JilotCommonwealth Financial NetworkAmeriprise Financial Services, LLC12-03-2019
Jay Kenneth WallickCommonwealth Financial NetworkAmeriprise Financial Services, LLC11-21-2018
Michael A. SoloCommonwealth Financial NetworkAmeriprise Financial Services, LLC09-06-2017
Michael David YoderCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5004-05-2013
Anat Nurit Levy YoderCommonwealth Financial NetworkAmeriprise Financial Services, LLC04-05-2013
John Cavanaugh ThayerCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-03-2011
Eric Daniel FigarskyCommonwealth Financial NetworkAmeriprise Financial Services, LLC01-21-2010
Jay Michael DouglasCommonwealth Financial NetworkAmeriprise Financial Services, LLC04-24-2009
Theodore Michael AthansCommonwealth Financial NetworkAmeriprise Financial Services, LLC$15004-24-2009
Iris Bullicer IlaoCommonwealth Financial NetworkArgosy Wealth Management$1003-15-2019
Matthew Joseph EversonCommonwealth Financial NetworkAusdal Financial Partners, Inc.11-09-2009
Kathie Ann MuhlerCommonwealth Financial NetworkAvantax Investment Services, Inc.09-08-2017
Jose Fernando CamposCommonwealth Financial NetworkAvantax Investment Services, Inc.09-08-2017
Graham Henry VanhornCommonwealth Financial NetworkAXA Advisors, LLC$2505-30-2014
Adam Daniel GallegosCommonwealth Financial NetworkCarey Financial, LLC$5010-12-2017
Norman Richard DuponCommonwealth Financial NetworkCetera Advisor Networks LLC$10011-01-2013
Sean Alex MontgomeryCommonwealth Financial NetworkCetera Advisor Networks LLC11-01-2013
Theresa Mary Christine MahoneyCommonwealth Financial NetworkCetera Advisor Networks LLC11-01-2013
David William PowellCommonwealth Financial NetworkCetera Advisor Networks LLC$5001-05-2010
Gustavo Ramirez Zarate Jr.Commonwealth Financial NetworkCetera Advisor Networks LLC01-04-2010
Barton Raymond KetterlingCommonwealth Financial NetworkCetera Advisor Networks LLC07-01-2009
Kenneth Alan MuskatCommonwealth Financial NetworkCetera Advisor Networks LLC07-01-2009
Bradley BronkCommonwealth Financial NetworkCetera Advisor Networks LLC$15007-01-2009
Bruce Anthony CramerCommonwealth Financial NetworkCetera Advisors LLC$5009-18-2014
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Showing 1 to 25 of 148 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.