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
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Olumide K Olu-AkintomideMML Investors Services, LLCFarmers Financial Solutions, LLC03-28-2019
Paul T StandringMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC03-13-2019
Gary Campbell MartinMML Investors Services, LLCNYLIFE Securities LLC01-11-2019
Thomas James KunkleMML Investors Services, LLCAmerican Trust Investment Services, Inc.$2510-04-2018
Ross M. KrauseMML Investors Services, LLCEdward Jones$15007-12-2018
Steven John SalazarMML Investors Services, LLCW&S Brokerage Services, Inc.04-04-2018
Collin Lance ReatherfordMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-25-2018
Doug A ShannonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC12-08-2017
James Andrew HeilgeistMML Investors Services, LLCAmeriprise Financial Services, Inc.$25006-16-2017
Sean S. CooperMML Investors Services, LLCMetLife Securities Inc.$25403-25-2017
Thomas Charles TiberiMML Investors Services, LLCMetLife Securities Inc.$15003-25-2017
Philip Michael RuggioMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Jeffrey Allen MollMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Norman Dale GastonMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Ronald Lee KoehlerMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Michael Fitzgerald CottonMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Sheryl Susan TullyMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Alicia Beth CurtisMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Jennifer Alisa Des GroseilliersMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Gerald Daniel ByeMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Dean Michael MansavageMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Charles Irvin CookMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Winsome Elaine GoodaleMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
Regina Theresa SchwartzMML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
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Showing 1 to 25 of 99 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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