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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Michael LaibsonCommonwealth Financial NetworkMML Investors Services, LLC02-01-2019
Adriane Vera LoweThe Wealth Consulting GroupMML Investors Services, LLC$5001-20-2017
Al Jermaine Doss-CarterPark Avenue Securities LLCMML Investors Services, LLC05-03-2019
Allison Tunnicliff FergusonFortune Financial Services, Inc.MML Investors Services, LLC$1003-25-2020
Alon ZakPruco Securities, LLC.MML Investors Services, LLC06-28-2018
Andrew Gerard RosnerAXA Advisors, LLCMML Investors Services, LLC01-23-2013
Andrew L. KrongoldSpinnaker Investment Group, LLCMML Investors Services, LLC10-24-2016
Andrew Patrick WittichCambridge Investment Research, Inc.MML Investors Services, LLC03-01-2013
Andrew Renick ChathamLPL Financial LLCMML Investors Services, LLC01-22-2016
Anna MarzoukMoney Concepts Capital CorpMML Investors Services, LLC08-02-2017
Anthony Joseph TurcotteThe Wealth Consulting GroupMML Investors Services, LLC$2501-20-2017
Anthony Steven TomasulaLPL Financial LLCMML Investors Services, LLC03-10-2017
Ara A. KachadourianNPB Financial Group, LLCMML Investors Services, LLC04-10-2017
Ara A. KachadourianWells Fargo Clearing Services, LLCMML Investors Services, LLC11-13-2012
Ashkan M. GhahremaniAXA Advisors, LLCMML Investors Services, LLC06-18-2012
Barry Frederick DrogyBrokerageSelectMML Investors Services, LLC02-12-2010
Barry Philip GoldPark Avenue Securities LLCMML Investors Services, LLC09-03-2014
Ben R R. DuvalLPL Financial LLCMML Investors Services, LLC06-15-2017
Benedicto P. CrisologoMorgan StanleyMML Investors Services, LLC02-23-2017
Bradly Allen StevensPark Avenue Securities LLCMML Investors Services, LLC$101-14-2016
Brenda Louise LabarPruco Securities, LLC.MML Investors Services, LLC07-21-2020
Brendan R. NoonanSecurian Financial Services, Inc.MML Investors Services, LLC10-31-2012
Brian R. YoungPark Avenue Securities LLCMML Investors Services, LLC09-16-2013
Brian Thomas LombardoCambridge Investment Research, Inc.MML Investors Services, LLC09-04-2012
Bridy C. OreshackLPL Financial LLCMML Investors Services, LLC10-07-2019
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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.