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
Jeffrey David RockwellCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2009
Mario John AlvinoCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$2502-01-2010
Robert Clifford HavensCommonwealth Financial NetworkAccess Financial Group, Inc.04-01-2010
Steven Michael LoweCommonwealth Financial NetworkForesters Financial Services, Inc.06-16-2010
Patrick James ClarkCommonwealth Financial NetworkWRP Investments, Inc.01-03-2011
Jordan M HickeyCommonwealth Financial NetworkSecurities America, Inc.07-07-2011
Thomas J. HineCommonwealth Financial NetworkSecurities America, Inc.$12007-26-2011
James Edward Tyrrell II, Scott James Leclaire, Russell Kingsley Bell, Jay Russell TibballCommonwealth Financial NetworkSecurities America, Inc.09-30-2011
Kathleen Mary EricksonCommonwealth Financial NetworkInfinex Investments, Inc.10-26-2012
Barbara Hankins TaylorCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5004-29-2013
Lori Lantiere JohndrowCommonwealth Financial NetworkVoya Financial Advisors, Inc.04-29-2013
Terran Renfro TitusCommonwealth Financial NetworkVoya Financial Advisors, Inc.05-09-2014
Charles B CrillyCommonwealth Financial NetworkMorgan Stanley$5006-05-2014
Kevin David ParoCommonwealth Financial NetworkPrivate Advisor Group, LLC07-30-2015
Ryan Donald OlschefskieCommonwealth Financial NetworkFidelity Brokerage Services LLC09-18-2015
Jeremy Michael SoboleskiCommonwealth Financial NetworkSnowden Account Services LLC$1104-01-2016
Michael Salvatore Bartolotta Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC09-30-2016
Tiffany Marie KnoopCommonwealth Financial NetworkMorgan Stanley$5012-02-2016
Magdalena JohndrowCommonwealth Financial NetworkJ.P. Morgan Securities LLC01-03-2017
Daniel Michael DibuonoCommonwealth Financial NetworkUBS Financial Services Inc.03-31-2017
William Cahill, Terrence Cahill, Andy Bauer, Carl Cieplinski, Kieran CahillCommonwealth Financial NetworkVoya Financial Advisors$9508-04-2017
Andrew Charles BauerCommonwealth Financial NetworkVoya Financial Advisors, Inc.$28708-04-2017
William Joseph CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5008-04-2017
Terrence Stephen CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
Carl Joseph CieplinskiCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
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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 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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