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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Seymour AdilCoburn & Meredith, Inc.MML Investors Services, LLC10-26-2017
Douglas Michael TurnerCoburn & Meredith, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-17-2015
David Ross NealCoburn & Meredith, Inc.Morgan Stanley09-17-2015
Frederick William SpoorCoburn & Meredith, Inc.Janney Montgomery Scott LLC$2507-08-2010
James Matthew FlynnCommonwealth Financial NetworkMorgan Stanley07-19-2019
Rance Joseph HillierCommonwealth Financial NetworkMorgan Stanley07-19-2019
Janice Regina BoothCommonwealth Financial NetworkLPL Financial LLC07-18-2019
Leisl Lissfelt CordingCommonwealth Financial NetworkPeople's United Advisors, Inc.03-01-2019
Iris M ConnerCommonwealth Financial NetworkCetera Advisor Networks LLC01-03-2019
Peter Gene YacovoneCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$1,00010-05-2018
Mark Allen GantnerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5010-05-2018
James John ZienCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10009-28-2018
Kate Sophia ZienCommonwealth Financial NetworkAmeriprise Financial Services, Inc.09-28-2018
Steven Mark DraczynskiCommonwealth Financial NetworkFidelity Brokerage Services LLC06-04-2018
Quentin Douglas ElliottCommonwealth Financial NetworkMorgan Stanley$5005-18-2018
Kristen Emeline KaniaCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1001-26-2018
Theresa Lee CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-15-2017
William Cahill, Terrence Cahill, Andy Bauer, Carl Cieplinski, Kieran CahillCommonwealth Financial NetworkVoya Financial Advisors$9508-04-2017
Andrew Charles BauerCommonwealth Financial NetworkVoya Financial Advisors, Inc.$28708-04-2017
William Joseph CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5008-04-2017
Terrence Stephen CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
Carl Joseph CieplinskiCommonwealth Financial NetworkVoya Financial Advisors, Inc.08-04-2017
Daniel Michael DibuonoCommonwealth Financial NetworkUBS Financial Services Inc.03-31-2017
Magdalena JohndrowCommonwealth Financial NetworkJ.P. Morgan Securities LLC01-03-2017
Tiffany Marie KnoopCommonwealth Financial NetworkMorgan Stanley$5012-02-2016
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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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