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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Paul AstorinoLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-06-2009
Jonathan Robert StearnsLPL Financial LLCEdward Jones01-27-2009
Harry Daniel MuscatelloLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$20002-12-2009
Brian M RuttleLPL Financial LLCLincoln Financial Securities Corporation02-18-2009
Joseph Michael MasielloLPL Financial LLCUBS Financial Services Inc.$1002-23-2009
Michael Scott ReiterLPL Financial LLCJ.P. Morgan Securities LLC$15003-03-2009
Thomas Eugene HitchcockLPL Financial LLCKestra Investment Services, LLC$1003-18-2009
John G WesleyLPL Financial LLCMorgan Stanley & Co. LLC03-26-2009
Daniel Kelly ClarkLPL Financial LLCLombard International Distribution Company04-01-2009
Louis M FleisherLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-06-2009
Brandon Milton HastingsLPL Financial LLCH&R Block Financial Advisors, Inc.04-17-2009
Randolph Robert NeumannLPL Financial LLCRaymond James Financial Services Advisors, Inc04-22-2009
Sarin Anoush BarsoumianLPL Financial LLCAmeriprise Financial Services, Inc.04-30-2009
Duane Edward JankaLPL Financial LLCEdward Jones$5005-01-2009
Timothy William QuillLPL Financial LLCFidelity Investments Institutional Services Company, Inc.05-04-2009
Evan Andrew ThurmondLPL Financial LLCFifth Third Securities, Inc.05-06-2009
Benjamin Scott AlfordLPL Financial LLCCitigroup Global Markets Inc.05-15-2009
Bradley Alan SandersLPL Financial LLCCitizens Securities, Inc.05-18-2009
David Kelly GillespieLPL Financial LLCAmeriprise Financial Services, Inc.06-12-2009
Andrew Rowe SullivanLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-30-2009
Thomas Joseph LangwayLPL Financial LLCCetera Investment Services LLC$5007-20-2009
Jacob W. GirouardLPL Financial LLCUvest Financial Services Group, Inc.07-21-2009
Richard Ning SuderLPL Financial LLCEdward Jones07-30-2009
Timothy William LeveroniLPL Financial LLCMutual Service Corporation$10009-08-2009
Paul Gerard DeehanLPL Financial LLCMutual Service Corporation$1009-08-2009
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Showing 1 to 25 of 349 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.


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