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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Dallas GodchauxCommonwealth Financial NetworkEdward Jones$5006-12-2020
Candace Blasi GaryCommonwealth Financial NetworkAmeriprise Financial Services, LLC10-18-2019
Justin Earl HenselCommonwealth Financial NetworkAmeriprise Financial Services, LLC$7410-18-2019
Kevin Mark NeyreyCommonwealth Financial Network1st Global Capital Corp.06-20-2018
Claude M SilvermanCommonwealth Financial Network1st Global Capital Corp.06-20-2018
Ronald H Dawson JrCommonwealth Financial Network1st Global Capital Corp.06-20-2018
William Eric PowersCommonwealth Financial Network1st Global Capital Corp.06-20-2018
Mollie Becker TaylorCommonwealth Financial NetworkCapital One Investing, LLC04-30-2018
Raymond Daigle Jr Robert Comeaux Jr Walter BondCommonwealth Financial NetworkLPL Financial LLC$35005-29-2015
Robert John Comeaux JrCommonwealth Financial NetworkLPL Financial LLC$10005-29-2015
Walter Andrew BondCommonwealth Financial NetworkLPL Financial LLC05-29-2015
Raymond A DAigleCommonwealth Financial NetworkLPL Financial LLC$10005-29-2015
Edward Ian BlanchardCommonwealth Financial NetworkLPL Financial LLC05-29-2015
Megan O Motes CochranCommonwealth Financial NetworkLPL Financial LLC05-29-2015

Showing 1 to 14 of 14 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.