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
Peter V. TrulliLPL Financial LLCMorgan Stanley07-22-2019
Sarah Lynne AllenLPL Financial LLCKey Investment Services LLC07-11-2019
Matthew Christopher BoyleLPL Financial LLCCadaret, Grant & Co., Inc.07-10-2019
Michael Joseph MuratoreLPL Financial LLCJ.P. Morgan Securities LLC07-09-2019
Michael CampagnaLPL Financial LLCAXA Advisors, LLC07-05-2019
Justin Todd GoldmanLPL Financial LLCMorningstar Investment Services LLC$15007-02-2019
Angelo A. Costanza IILPL Financial LLCAmerican Portfolios Financial Services, Inc.07-02-2019
Robert F. BlairLPL Financial LLCCetera Advisor Networks LLC06-24-2019
Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.$10005-31-2019
Frank Joseph FattizziLPL Financial LLCCadaret, Grant & Co., Inc.$25005-31-2019
Louis Anthony AddessoLPL Financial LLCCadaret, Grant & Co., Inc.$50005-31-2019
Benjamin Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.05-31-2019
Eric NeuwirthLPL Financial LLCStifel, Nicolaus & Company, Incorporated$50005-23-2019
Richard Joseph CooneyLPL Financial LLCLincoln Financial Advisors Corporation$50005-20-2019
Gregory Joseph KennedyLPL Financial LLCSummit Brokerage Services, Inc.$25005-16-2019
Jason Bernard MyersLPL Financial LLCMML Investors Services, LLC05-03-2019
James Edward GallagherLPL Financial LLCCUNA Brokerage Services, Inc.$50004-30-2019
Mark Steven FilibertoLPL Financial LLCCUNA Brokerage Services, Inc.04-30-2019
Ronald Henry Bender Jr.LPL Financial LLCCitizens Securities, Inc.$15004-22-2019
Kristopher M. WadsworthLPL Financial LLCSagePoint Financial, Inc.$50004-22-2019
Christopher Curtis KemptonLPL Financial LLCKestra Investment Services, LLC$10004-01-2019
Lisa PetronioLPL Financial LLCKestra Advisory Services, LLC$10004-01-2019
Maria MauceliLPL Financial LLCFSC Securities Corporation04-01-2019
Daniel Patrick OzimekLPL Financial LLCKestra Investment Services, LLC04-01-2019
Peter A FranzLPL Financial LLCCadaret, Grant & Co., Inc.$10003-29-2019
Next Page »

Showing 1 to 25 of 70 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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