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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cheryl Ann CiagliaPeak Brokerage Services, LLCNext Financial Group, Inc.11-01-2017
Dennis Biagio PellegriniPeak Brokerage Services, LLCNext Financial Group, Inc.08-26-2016
Kenneth Wayne OlsonPeak Brokerage Services, LLCNext Financial Group, Inc.08-26-2016
David Christopher MalonePeak Brokerage Services, LLCNext Financial Group, Inc.07-29-2016
Jeffrey R. BoronPeak Brokerage Services, LLCNext Financial Group, Inc.11-11-2015
Gregory Brian NelsonPeak Brokerage Services, LLCNext Financial Group, Inc.10-08-2015
Adam Lee RaineyPeak Brokerage Services, LLCNext Financial Group, Inc.10-08-2015
Michael Steven LomasPeak Brokerage Services, LLCNext Financial Group, Inc.09-23-2015
Gregory Lee PetriePeak Brokerage Services, LLCNext Financial Group, Inc.09-08-2015
David Patrick MariacherPeak Brokerage Services, LLCNext Financial Group, Inc.$5009-02-2015
Daniel Anthony Farchione Jr.Peak Brokerage Services, LLCNext Financial Group, Inc.09-02-2015
Christina Merry HandPeak Brokerage Services, LLCNext Financial Group, Inc.09-02-2015
Mark Douglas ClairPeak Brokerage Services, LLCNext Financial Group, Inc.$5009-01-2015
Charles Salvatore Sperrazza Jr.Peak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Scot Brian Patrick AhearnPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Jay Robert BlanchardPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
John William HaberstroPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Ronald James ReinsteinPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Susannah M. RyanPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Michael Patrick HoeflichPeak Brokerage Services, LLCNext Financial Group, Inc.09-01-2015
Matt Allan MyersPeak Brokerage Services, LLCNext Financial Group, Inc.$1006-04-2015

Showing 1 to 21 of 21 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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