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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mathias Joseph RickMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Minoo Kandy ZarnegarMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James Nathan AbelsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Scott Eric VioletteMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Melita Jeanne CampbellMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Wayne BicklerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Thomas George BongiornoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Rachelle L SnyderMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Roger Allan KochMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Georgia Maria ChristodoulouMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Tera Susan WigginsMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Susan Kay SparrMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Maureen MeehanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Scott ZelikMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Aline Lenore FisherMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joseph Ryan Kendron Jr.MML Investors Services, LLCMetLife Securities Inc.03-25-2017
Richard Douglas MeadeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
William Joseph Egan IIIMML Investors Services, LLCMetLife Securities Inc.03-25-2017
John Kenneth ScheidlerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Sullivan CassidyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Peter Nathen Alexander BanneMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Bruce William BowmanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeffery Earle GiffordMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David George SchillingMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Edward Jacob KulikMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Next Page »

Showing 1 to 25 of 1,399 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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