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
Justin Bradford MayCommonwealth Financial NetworkEdward Jones12-10-2019
James Kevin WaningerCommonwealth Financial NetworkAmeriprise Financial Services, Inc.12-06-2019
Justin Bradford MayCommonwealth Financial NetworkEdward Jones$2512-06-2019
Billy Pascal Stanage Jr.Commonwealth Financial NetworkPFG Advisors12-04-2019
William Sage StewartCommonwealth Financial NetworkPFG Advisors12-04-2019
Larisa HolidayCommonwealth Financial NetworkPFG Advisors12-04-2019
Vanessa Michelle JilotCommonwealth Financial NetworkAmeriprise Financial Services, Inc.12-03-2019
Mark Robert WitthausCommonwealth Financial NetworkB. Riley Wealth Management12-02-2019
John C. WahlCommonwealth Financial NetworkB. Riley Wealth Management12-02-2019
John Wilhelm HinckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC12-02-2019
Thomas John HinckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC12-02-2019
James L HinckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC12-02-2019
Lisa Marie CapizziCommonwealth Financial NetworkSecurities America, Inc.12-02-2019
Lisa Jean GambleCommonwealth Financial NetworkPlanMember Securities Corporation12-02-2019
Michael AlexanderCommonwealth Financial NetworkLPL Financial LLC$5012-02-2019
Annmarie MilinazzoCommonwealth Financial NetworkAvantax Investment Services, Inc.11-20-2019
Christopher David MilinazzoCommonwealth Financial NetworkAvantax Investment Services, Inc.11-20-2019
Justin K. DilbeckCommonwealth Financial NetworkMorgan Stanley11-15-2019
Geoffrey D McCarthy Jr.Commonwealth Financial NetworkLPL Financial LLC11-15-2019
Zena Nailah ChaseCommonwealth Financial NetworkVoya Financial Advisors, Inc.$10011-13-2019
Joshua D. PearsonCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated11-13-2019
Mary Ann LazzaroCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10011-07-2019
Robert John-Ulrich MooreCommonwealth Financial NetworkMML Investors Services, LLC$25011-07-2019
John Ryan BoscarelliCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$50011-07-2019
Jeffrey Robert SteeleCommonwealth Financial NetworkMML Investors Services, LLC11-07-2019
Next Page »

Showing 1 to 25 of 184 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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