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
Ami Kitner HowesMML Investors Services, LLCNew England Securities08-04-2011
Brian Varney RossMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew England Securities09-25-2013
Christopher Carr HammondLPL Financial LLCNew England Securities$10009-27-2012
David Rowen ReillyMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew England Securities02-26-2010
Dennis Michael DobleCommonwealth Financial NetworkNew England Securities$25002-26-2010
Donna M LynchNYLIFE Securities LLCNew England Securities06-22-2009
Gary Abbott DoodlesackOneAmerica Securities, Inc.New England Securities$10008-03-2012
James Alexander BianchiCadaret, Grant & Co., Inc.New England Securities01-04-2013
James Stephen Davos Jr.Commonwealth Financial NetworkNew England Securities$10008-20-2010
John Anthony MeuseLPL Financial LLCNew England Securities$15010-05-2010
John OreillyD G O Investment Advisors LLCNew England Securities08-24-2009
John Paul OrthmanOneAmerica Securities, Inc.New England Securities$50007-01-2011
Kathleen Wells PlouffLincoln Financial Securities CorporationNew England Securities$10009-21-2010
Kimberly Ann CarrollAmeriprise Financial Services, Inc.New England Securities09-09-2013
Michael A. DonahueAvantax Investment Services, Inc.New England Securities03-10-2014
Michael John KurkulonisMutual Securities, Inc.New England Securities09-12-2012
Michael Thomas MeehanBaystate Wealth ManagementNew England Securities10-25-2012
Norman Andre NadeauOneAmerica Securities, Inc.New England Securities$50009-21-2012
Paul Edward Goddu Jr.AXA Advisors, LLCNew England Securities$10006-04-2013
Richard James Jr Golden Jr.LPL Financial LLCNew England Securities$25006-08-2009
Richard John LebrantiCommonwealth Financial NetworkNew England Securities$50002-26-2010
Richard Kendrick BradshawEssex Securities LLCNew England Securities$25006-01-2011
Robert Charles Champagne Sr.Cambridge Investment Research, Inc.New England Securities03-02-2009
Robert J IrvingMorgan StanleyNew England Securities$10009-30-2011
Ryan Raymond LeblancCUSO Financial Services, L.P.New England Securities$10002-24-2014
Next Page »

Showing 1 to 25 of 33 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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