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
Kathryn Collings LaingThe Colony Group, LLCU. S. Boston Capital Corporation07-22-2019
Wayne Bruce ZussmanThe Colony Group, LLCBridgewater Wealth & Financial Management, LLC02-27-2018
Shellie Kurek PetersThe Colony Group, LLCBridgewater Wealth & Financial Management, LLC02-27-2018
Megan Nicole KellyThe Colony Group, LLCBridgewater Wealth & Financial Management, LLC02-27-2018
Christopher Patrick JohnsonThe Colony Group, LLCBRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC02-27-2018
Karen Lapier BaerThe Colony Group, LLCBridgewater Wealth & Financial Management, LLC02-20-2018
Nina Ramo MitchellThe Colony Group, LLCBRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC02-20-2018
Dawn Ellen DoeblerThe Colony Group, LLCBridgewater Wealth & Financial Management, LLC02-20-2018
Matthew R. RapoportThe Colony Group, LLCPurshe Kaplan Sterling Investments02-07-2018
Max Benjamin HaspelThe Colony Group, LLCPurshe Kaplan Sterling Investments01-24-2018
Ian Douglas BarclayThe Colony Group, LLCJONES BARCLAY BOSTON & CO.01-30-2017
Alexander I HockThe Colony Group, LLCJONES BARCLAY BOSTON & CO.01-26-2017
Jeff Douglas DonhamThe Colony Group, LLCNorthwestern Mutual Investment Services, LLC05-25-2016
John Timothy Jester Sr.The Colony Group, LLCCAPGROUP ADVISORS03-27-2015
Lisa Carolyn LongestThe Colony Group, LLCCAPGROUP ADVISORS03-27-2015
Jeremy Karl KuhlenThe Colony Group, LLCCAPGROUP ADVISORS03-27-2015
Clavel Tyrus Eubank Jr.The Colony Group, LLCCAPGROUP ADVISORS03-27-2015
John Frederick KellerThe Colony Group, LLCLong Wharf Investors10-20-2014
Roderick Lett MacdonaldThe Colony Group, LLCLong Wharf Investors10-20-2014
John Forbes ClarkThe Colony Group, LLCUBS Financial Services Inc.12-02-2013
Peter Anthony MitranoThe Colony Group, LLCMintz Levin Financial Advisors LLC07-25-2012
Erin Nicole ManganelloThe Colony Group, LLCMintz Levin Financial Advisors LLC07-25-2012
Patrick Shea DonnellyThe Colony Group, LLCMintz Levin Financial Advisors LLC07-25-2012
Michael Thomas WrightThe Colony Group, LLCMINTZ LEVIN FINANCIAL ADVISORS LLC07-25-2012
Cary Paul GellerThe Colony Group, LLCMintz Levin Financial Advisors LLC07-19-2012
Next Page »

Showing 1 to 25 of 39 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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