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
Adam M. BrechtlMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brett Andrew BauchMML Investors Services, LLCMetLife Securities Inc.$5007-16-2012
Carl E. BarnardMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dennis Carl HaaslMML Investors Services, LLCThrivent Investment Management Inc.02-26-2010
Francis Patrick O'TooleMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Freeman T. LindeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Gregory Michael DietzMML Investors Services, LLCMetLife Securities Inc.$2003-25-2017
Guy McCauleyMML Investors Services, LLCPruco Securities, LLC.02-12-2018
Jeffrey William DayMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Joel Phillip DettwilerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jorge Auturo BenaventeMML Investors Services, LLCPFS Investments Inc.01-03-2018
Kasey Clinton SipiorskiMML Investors Services, LLCThrivent Investment Management Inc.05-07-2018
Kenneth Joseph WirtzMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Mark Frederick McKeelMML Investors Services, LLCLPL Financial LLC$2509-22-2016
Mathew C NoelMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Matthew Charles MolitorMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Harold HaaseMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Michael Joseph Russo Jr.MML Investors Services, LLCMetLife Securities Inc.$3503-25-2017
Richard Patrick HaganMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert Allen MalchetskeMML Investors Services, LLCAmeritas Investment Corp.05-15-2015
Robert John BroadheadMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert S JohnstonMML Investors Services, LLCPrincipal Securities, Inc.09-07-2018
Rodney Alan EissensMML Investors Services, LLCThrivent Investment Management Inc.02-26-2010
Roger Hamilton CrankMML Investors Services, LLCMetLife Securities Inc.$9003-25-2017
Scott Gerald GoodwinMML Investors Services, LLCMetLife Securities Inc.03-25-2017
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Showing 1 to 25 of 34 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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