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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Yehuda KonstamMML Investors Services, LLCPark Avenue Securities LLC09-29-2020
Frank BonhommeMML Investors Services, LLCPark Avenue Securities LLC09-23-2020
Edward Ross Knezevich IIMML Investors Services, LLCPark Avenue Securities LLC07-17-2020
Deborah Ann CrawfordMML Investors Services, LLCPark Avenue Securities LLC06-10-2020
David Wade GrulichMML Investors Services, LLCPark Avenue Securities LLC05-28-2020
Nick C ChasonMML Investors Services, LLCPark Avenue Securities LLC05-28-2020
Lawrence Jay HolzbergMML Investors Services, LLCPark Avenue Securities LLC$2505-01-2020
Michael Lewis VetaMML Investors Services, LLCPark Avenue Securities LLC04-28-2020
Peter Charles BisulcaMML Investors Services, LLCPark Avenue Securities LLC03-02-2020
Sheena Valene FisherMML Investors Services, LLCPark Avenue Securities LLC02-28-2020
John Daniel RichardsonMML Investors Services, LLCPark Avenue Securities LLC12-11-2019
Judson E PyattMML Investors Services, LLCPark Avenue Securities LLC11-22-2019
Dustin Cain MyersMML Investors Services, LLCPark Avenue Securities LLC11-22-2019
Luis Ivan CruzMML Investors Services, LLCPark Avenue Securities LLC$15011-05-2019
Joshua R TomeoniMML Investors Services, LLCPark Avenue Securities LLC10-07-2019
Samantha ClarkMML Investors Services, LLCPark Avenue Securities LLC10-04-2019
Nicholas G HoodMML Investors Services, LLCPark Avenue Securities LLC09-30-2019
Jay J StraussMML Investors Services, LLCPark Avenue Securities LLC09-17-2019
James Gary PetersonMML Investors Services, LLCPark Avenue Securities LLC08-08-2019
Brian R YoungMML Investors Services, LLCPark Avenue Securities LLC04-24-2019
Cynthia Jean ObrienMML Investors Services, LLCPark Avenue Securities LLC$2503-26-2019
Anant S MehtaMML Investors Services, LLCPark Avenue Securities LLC02-13-2019
Robert Scott CohenMML Investors Services, LLCPark Avenue Securities LLC01-14-2019
Jeffrey Charles GoeringMML Investors Services, LLCPark Avenue Securities LLC10-31-2018
Bryant Alexander RuanoMML Investors Services, LLCPark Avenue Securities LLC10-09-2018
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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.