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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Joseph HanniganCommonwealth Financial NetworkSecurian Financial Services, Inc.$2503-19-2019
William Ray VerhagenCommonwealth Financial NetworkMML Investors Services, LLC$25008-10-2018
Christopher Neal YandellCommonwealth Financial NetworkInvestment Centers of America, Inc.$2510-25-2017
Cale Branden FlageCommonwealth Financial NetworkCetera Advisors LLC06-01-2017
T. Kevin Taylor, S. Kyle TaylorCommonwealth Financial NetworkKestra Financial$17508-20-2015
Stephen Kyle TaylorCommonwealth Financial NetworkNfp Advisor Services08-20-2015
Timothy Kevin TaylorCommonwealth Financial NetworkNfp Advisor Services08-20-2015
Timothy Robert HaasCommonwealth Financial NetworkINVEST Financial Corporation$5001-05-2015
Richard TonkinsonCommonwealth Financial NetworkSecurities America, Inc.$20007-26-2011
Richard Preston TonkinsonCommonwealth Financial NetworkSecurities America, Inc.07-15-2011
Margarita Barrera TonkinsonCommonwealth Financial NetworkSecurities America, Inc.07-15-2011
Kristina Nikolayevna ShamoninaCommonwealth Financial NetworkSecurities America, Inc.07-15-2011
Laura Noel WoodsCommonwealth Financial NetworkNew England Securities08-31-2010
Paul Allen WilliamsonCommonwealth Financial NetworkFNB Brokerage Services, Inc.10-15-2009
Wendy Beth NamackCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$2502-13-2009
Daniel Edward PodawiltzCommonwealth Financial NetworkH&R Block Financial Advisors, Inc.01-05-2009

Showing 1 to 16 of 16 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.


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