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
Michael Salvatore Bartolotta Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC09-30-2016
Jeremy Michael SoboleskiCommonwealth Financial NetworkSnowden Account Services LLC$1104-01-2016
Ryan Donald OlschefskieCommonwealth Financial NetworkFidelity Brokerage Services LLC09-18-2015
Kevin David ParoCommonwealth Financial NetworkPrivate Advisor Group, LLC07-30-2015
Charles B CrillyCommonwealth Financial NetworkMorgan Stanley$5006-05-2014
Terran Renfro TitusCommonwealth Financial NetworkVoya Financial Advisors, Inc.05-09-2014
Barbara Hankins TaylorCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5004-29-2013
Lori Lantiere JohndrowCommonwealth Financial NetworkVoya Financial Advisors, Inc.04-29-2013
Kathleen Mary EricksonCommonwealth Financial NetworkInfinex Investments, Inc.10-26-2012
James Edward Tyrrell II, Scott James Leclaire, Russell Kingsley Bell, Jay Russell TibballCommonwealth Financial NetworkSecurities America, Inc.09-30-2011
Thomas J. HineCommonwealth Financial NetworkSecurities America, Inc.$12007-26-2011
Jordan M HickeyCommonwealth Financial NetworkSecurities America, Inc.07-07-2011
Patrick James ClarkCommonwealth Financial NetworkWRP Investments, Inc.01-03-2011
Steven Michael LoweCommonwealth Financial NetworkForesters Financial Services, Inc.06-16-2010
Robert Clifford HavensCommonwealth Financial NetworkAccess Financial Group, Inc.04-01-2010
Mario John AlvinoCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$2502-01-2010
Jeffrey David RockwellCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2009
Gretchen M. BrunnerCompassHD Vest Investment Services06-28-2011
John Robert BubelloCompass Retirement, LLCRaymond James Financial Services, Inc.08-09-2011
Salim P. BoutagyCongress Wealth Management LLCWells Fargo Clearing Services, LLC04-21-2017
Michael A. Tedone, Kathleen M. Christensen, Elizabeth A. DeBassioConnecticut Wealth ManagementFilomeno Wealth Management$12006-03-2013
Michael Joseph MancusiConscious Capital Wealth Management, LLCJ.W. Cole Financial, Inc.01-03-2018
Charles Marion FettersConscious Capital Wealth Management, LLCJ.W. Cole Advisors, Inc.03-08-2016
Pasquale Joseph SacchettaContinental Five Investment Group, LLCTUTTLE WEALTH MANAGEMENT, LLC02-11-2009
Andoni YturraldeCross Border Wealth, LLCBrite Advisors USA, Inc.07-05-2017
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Showing 276 to 300 of 1,762 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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