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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Louis WonnebergerCommonwealth Financial NetworkLPL Financial LLC02-27-2019
Mark Allen GantnerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5010-05-2018
Peter Gene YacovoneCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$1,00010-05-2018
James John ZienCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10009-28-2018
Quentin Douglas ElliottCommonwealth Financial NetworkMorgan Stanley$5005-18-2018
Kristen Emeline KaniaCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$1001-26-2018
Mark Raymond VidaCommonwealth Financial NetworkInfinex Investments, Inc.01-03-2018
Theresa L CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$108-15-2017
Andrew Charles BauerCommonwealth Financial NetworkVoya Financial Advisors, Inc.$25008-04-2017
Carl Joseph CieplinskiCommonwealth Financial NetworkVoya Financial Advisors, Inc.$108-04-2017
Terrence Stephen CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5008-04-2017
William Joseph CahillCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5008-04-2017
William Cahill, Terrence Cahill, Andy Bauer, Carl Cieplinski, Kieran CahillCommonwealth Financial NetworkVoya Financial Advisors$9508-04-2017
Michael Thomas LeeCommonwealth Financial NetworkKestra Investment Services, LLC02-01-2017
Tiffany Marie KnoopCommonwealth Financial NetworkMorgan Stanley$5012-02-2016
Michael Salvatore Bartolotta Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC09-30-2016
Jeffrey Anthony SturgeonCommonwealth Financial NetworkEdward Jones09-22-2016
Jeremy Michael SoboleskiCommonwealth Financial NetworkSnowden Capital Advisors LLC$1104-01-2016
Ryan Donald OlschefskieCommonwealth Financial NetworkFidelity Brokerage Services LLC09-18-2015
Kevin David ParoCommonwealth Financial NetworkPrivate Advisor Group, LLC07-30-2015
Marjorie Mae DixonCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC07-27-2015
Charles B CrillyCommonwealth Financial NetworkMorgan Stanley$5006-05-2014
Amber Noel KendrickCommonwealth Financial NetworkMutual of America Securities LLC05-12-2014
Terran Renfro TitusCommonwealth Financial NetworkVoya Financial Advisors, Inc.$15505-09-2014
Rachel Denise SorrentinoCommonwealth Financial NetworkINVEST Financial Corporation08-06-2013
Next Page »

Showing 1 to 25 of 36 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.

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