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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael T MockMetLife Securities Inc.Lincoln Financial Advisors Corporation02-28-2017
Amanda S Van SchaikMetLife Securities Inc.Nationwide Securities, LLC02-24-2017
Laura Marie FlynnMetLife Securities Inc.Pruco Securities, LLC.02-23-2017
Michael Odell McknightMetLife Securities Inc.Park Avenue Securities LLC02-23-2017
Geoffrey Joseph HolderMetLife Securities Inc.Foresters Financial Services, Inc.02-15-2017
Daniel John DettlaffMetLife Securities Inc.Park Avenue Securities LLC01-31-2017
Drew Fisher CataneseMetLife Securities Inc.Waddell & Reed01-25-2017
Geoffrey W KentMetLife Securities Inc.AXA Advisors, LLC01-24-2017
Ryan David EderleMetLife Securities Inc.Country Capital Management Company01-12-2017
Lawrence Marc TaylorMetLife Securities Inc.Janney Montgomery Scott LLC01-06-2017
Daniel Joseph HeidelbergerMetLife Securities Inc.Thrivent Investment Management Inc.01-03-2017
Joshua Wingendond VandressMetLife Securities Inc.Calton & Associates, Inc.01-03-2017
Marco CapaldiMetLife Securities Inc.AXA Advisors, LLC11-15-2016
Christopher Wayne CriswellMetLife Securities Inc.AXA Advisors, LLC11-11-2016
Paul Theodore BeavinMetLife Securities Inc.Orion Trading, LLC11-09-2016
Roger Dale MalcolmMetLife Securities Inc.Mutual of Omaha Investor Services, Inc.11-07-2016
Derek John GianukakisMetLife Securities Inc.Northwestern Mutual Investment Services, LLC10-24-2016
Gerardo GranadosMetLife Securities Inc.J.P. Morgan Securities LLC10-21-2016
Yudelca CruzMetLife Securities Inc.Foresters Financial Services, Inc.10-19-2016
David Nelson DrysdaleMetLife Securities Inc.Hantz Financial Services, Inc.10-18-2016
John Esrom AndersonMetLife Securities Inc.First Command Financial Planning, Inc.10-14-2016
Brett Robert KahnertMetLife Securities Inc.Waddell & Reed10-12-2016
Tevin Rudolph HodgeMetLife Securities Inc.Foresters Financial Services, Inc.10-12-2016
Patrick Jermaine PhillipsMetLife Securities Inc.Citigroup Global Markets Inc.10-05-2016
Gregg Carol BuxtonMetLife Securities Inc.LPL Financial LLC09-26-2016
Next Page »

Showing 1 to 25 of 982 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.


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