Advisers on the Move TEST

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
James ZahakosLPL Financial LLCVoya Financial Advisors, Inc.03-31-2020
Darren Ray KushtoLPL Financial LLCMML Investors Services, LLC03-25-2020
Carrie Elizabeth BowmanLPL Financial LLCCetera Advisor Networks LLC$5003-05-2020
William Lawrence BushLPL Financial LLCBPU Investment Management Inc.$15003-02-2020
Mark Allen CerasoLPL Financial LLCBPU Investment Management Inc.$10003-02-2020
Michael Leon FetterolfLPL Financial LLCBPU Investment Management Inc.03-02-2020
Robert Joseph StandishLPL Financial LLCBPU Investment Management Inc.03-02-2020
Michael Theodore HaleyLPL Financial LLCBPU Investment Management Inc.$2503-02-2020
Anthony Michael MantellinoLPL Financial LLCMML Investors Services, LLC$5002-14-2020
Christopher Andrew RussoLPL Financial LLCRoyal Alliance Associates, Inc.$2502-13-2020
Edward Paul GormleyLPL Financial LLCSecurities Service Network, LLC$5002-06-2020
Melissa L. PujiaLPL Financial LLCSecurities Service Network, LLC02-06-2020
Patrick Michael McNealisLPL Financial LLCNationwide Securities, LLC02-04-2020
Christopher Michael MuellerLPL Financial LLCCommonwealth Financial Network01-31-2020
James Robert WallischLPL Financial LLCRaymond James Financial Services, Inc.$25001-30-2020
Paul Kenneth RudoyLPL Financial LLCRaymond James Financial Services, Inc.01-30-2020
Andrew James WallischLPL Financial LLCRaymond James Financial Services, Inc.01-30-2020
Nicholas Peter PorrettaLPL Financial LLCMeridian Wealth Partners, LLC01-29-2020
Michelle Therese GiegerichLPL Financial LLCS2K Financial LLC01-17-2020
Gary M Klobchar Jr.LPL Financial LLCWoodbury Financial Services, Inc.01-16-2020
William Stephan Matesich Sr.LPL Financial LLCWells Fargo Advisors Financial Network, LLC01-15-2020
Aimee Eileen CovelLPL Financial LLCThe Huntington Investment Company01-13-2020
John Wesley Conrad RobinsonLPL Financial LLCNationwide Securities, LLC01-06-2020
Michael Garfield TobashLPL Financial LLCNationwide Securities, LLC01-06-2020
Christopher Robert TobashLPL Financial LLCNationwide Securities, LLC01-06-2020
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Showing 1 to 25 of 541 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.