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
Thomas H. HouseMML Investors Services, LLCBMO Harris Financial Advisors, Inc.10-07-2016
Matthew Boyce LoweryMML Investors Services, LLCBMO Harris Financial Advisors, Inc.09-17-2014
David Edward AyalaMML Investors Services, LLCEdward Jones$1004-25-2017
Christopher Mark HilyerMML Investors Services, LLCForesters Financial Services, Inc.08-21-2015
Karen Lynne StarbowskiMML Investors Services, LLCLincoln Financial Advisors Corporation08-26-2010
Craig Alan ColeMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Brian Jerome GoldsteinMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Shana Marie Parrish DespresMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Brad Lee MartinMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Reynaldo Mendoza Martinez Jr.MML Investors Services, LLCMetLife Securities Inc.$1003-25-2017
John Lewis CampbellMML Investors Services, LLCMetLife Securities Inc.03-25-2017
James Eugene MarinoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
William Joseph BabickeMML Investors Services, LLCMetLife Securities Inc.03-25-2017
William Eugene TianiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Frank Neal YoudelmanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel Scott JustusMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert Michael HellerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Stewart E. KanzlerMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Rodney Lee BoelterMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jason Charles BenedettiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Timothy James WhitneyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian Louis UrciuoliMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jonathan Dean MabbMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Robert Isaac GershkowitzMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Jeremy A. CookMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Next Page »

Showing 1 to 25 of 41 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.