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
Allison MislowMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Amarjit Jit SinghMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Andrew Dominick RoselliMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Anthony Joseph TruinoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Anthony LeoneMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Arthur GallantMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Benjamin Matthew HowarthMML Investors Services, LLCMetLife Securities Inc.$4903-25-2017
Brian Charles FarrellMML Investors Services, LLCMetLife Securities Inc.$6703-25-2017
Brian Joel WaddellMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian Michael WardNorthwestern Mutual Investment Services, LLCMetLife Securities Inc.06-07-2011
Brian Robert EberleMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian T BednarzMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Brian Thomas PaquetteMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Charles MacleanMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Christopher HolleyMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Daniel R. SmithWells Fargo Clearing Services, LLCMetLife Securities Inc.08-12-2011
Daniel Robert DunnMML Investors Services, LLCMetLife Securities Inc.03-25-2017
David Gordon GayPark Avenue Securities LLCMetLife Securities Inc.08-06-2013
David Tyler AbelMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dawn Annette RobinsonMML Investors Services, LLCMetLife Securities Inc.$5003-25-2017
Derrek Lewis MetzMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Diego MontoyaMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Dominic B Schioppo Jr.MML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Donald Marcus BoyceMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Douglas Allan EisertCambridge Investment Research, Inc.MetLife Securities Inc.04-14-2014
Next Page »

Showing 1 to 25 of 83 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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