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
Deborah A TowersCommonwealth Financial NetworkAvantax Investment Services, Inc.$5005-13-2020
William W Meyers JrCommonwealth Financial NetworkAvantax Investment Services, Inc.05-13-2020
Ann Marie Milinazzo Christopher MilinazzoCommonwealth Financial NetworkAvantax Investment Services, Inc.$8111-20-2019
Annmarie MilinazzoCommonwealth Financial NetworkAvantax Investment Services, Inc.$811-20-2019
Christopher David MilinazzoCommonwealth Financial NetworkAvantax Investment Services, Inc.11-20-2019
Timothy Edward Curtis MenefeeCommonwealth Financial NetworkEdward Jones$15008-30-2019
Charlotte JayCommonwealth Financial NetworkSagePoint Financial, Inc.$5908-09-2019
Charlotte Kay JayCommonwealth Financial NetworkSagePoint Financial, Inc.$2908-09-2019
David Ralph JayCommonwealth Financial NetworkSagePoint Financial, Inc.08-09-2019
Ryan Patrick SweeneyCommonwealth Financial NetworkVanguard Marketing Corporation01-15-2019
David Lee AmiotCommonwealth Financial NetworkFidelity Brokerage Services LLC04-13-2018
Kimberly Ann JestrabCommonwealth Financial NetworkD.A. Davidson & Co.11-13-2017
Jason Johan RunungCommonwealth Financial NetworkScottrade, Inc.07-14-2017
Joseph Alexander GrazianoCommonwealth Financial NetworkUBS Financial Services Inc.06-02-2017
Barbara Ann BudnyCommonwealth Financial NetworkUBS Financial Services Inc.$10006-02-2017
Michael Joseph GrazianoCommonwealth Financial NetworkUBS Financial Services Inc.06-02-2017
Brenda Kay RaffertyCommonwealth Financial NetworkLPL Financial LLC01-18-2017
Jeffrey Lynn TionaCommonwealth Financial NetworkAvantax Investment Services, Inc.09-30-2015
Clay Hanlin Sorrick JrCommonwealth Financial NetworkMetLife Securities Inc.05-04-2015
Tracy Dena ThornlowCommonwealth Financial NetworkMetLife Securities Inc.05-04-2015
Lacey JordanCommonwealth Financial NetworkMetLife Securities Inc.05-04-2015
Matthew Robert LangCommonwealth Financial NetworkLPL Financial LLC$7801-16-2015
Shelby Lane TrinkinoCommonwealth Financial NetworkMetLife Investors Distribution Company01-04-2013
Nathan Matthew ArchuletaCommonwealth Financial NetworkT. Rowe Price Investment Services, Inc.03-30-2011
Daniel Harlan GilbertsonCommonwealth Financial NetworkRoyal Alliance Associates, Inc.$10011-20-2009

Showing 1 to 25 of 25 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.