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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy James Harrington1st Global Capital Corp.Triad Advisors LLC06-15-2010
Kevin Patrick HodsonAAFCPAs Wealth Management, LLCFerris Capital, LLC02-22-2019
Andrew Edmund HammondAAFCPAs Wealth Management, LLCFidelity Brokerage Services LLC05-03-2017
Jonathan Seth BloomAAFCPAs Wealth Management, LLCSantander Securities LLC10-26-2016
Carmen Marie GrinkisAAFCPAs Wealth Management, LLCU.S. Wealth Management02-23-2016
Joel AronsonAAFCPAs Wealth Management, LLCCSSC Brokerage Services, Inc.07-25-2012
Raymond Andrew ChildsAble Capital Management, LLCShorepoint Capital Partners LLC04-11-2018
James Andrew MillerAbundance Financial Coaching, LLCWISDOM FINANCIAL, LLC08-29-2016
Robert Douglas LepsonAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
Bradley Keith SharpAdviser InvestmentsBraver Wealth Management, LLC02-06-2017
David John VermeulenAdviser InvestmentsInnovation Partners LLC09-09-2015
Andrew Seth LabellAdvisory Group Equity Services Ltd.Detwiler Fenton & Co.05-01-2019
Patrick Charles VaughanAdvisory Group Equity Services Ltd.Bequia Securities, LLC01-24-2019
Richard Alan DryerAdvisory Group Equity Services Ltd.Lincoln Financial Securities Corporation11-13-2017
Patrick Jude BarrettAdvisory Group Equity Services Ltd.Source Capital Group, Inc.$2502-17-2017
John Arthur DoaneAdvisory Group Equity Services Ltd.Detwiler Fenton & Co.11-16-2016
Hunter Scott LukeAdvisory Group Equity Services Ltd.Commonwealth Financial Network$7701-05-2016
Alan Ray DruckenmillerAdvisory Group Equity Services Ltd.Centaurus Financial, Inc.01-06-2014
James Robert ScottAdvisory Group Equity Services Ltd.HBW Securities LLC$1001-02-2014
Barry Nathan KoslowAdvisory Group Equity Services Ltd.Lincoln Financial Advisors Corporation$10006-20-2011
Edward Michael GazarianAdvisory Group Equity Services Ltd.Beacon Investment Management, LLC$5003-28-2011
Anthony David SpezialeAdvisory Group Equity Services Ltd.Commonwealth Financial Network08-06-2010
Eugene Thomas CindrichAdvisory Group Equity Services Ltd.Granite State Wealth Management05-21-2009
Joseph P. Marsden Jr.Advisory Group Equity Services Ltd.Strategic Advisers LLC04-29-2009
Jeffrey Dean LewisAdvisory Group Equity Services Ltd.Commonwealth Financial Network04-17-2009
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Showing 1 to 25 of 3,261 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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