Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander Crawford ChigasMorgan StanleyStrategic Advisers LLC03-13-2017
Andrew Edmund HammondAAFCPAs Wealth Management, LLCStrategic Advisers LLC05-03-2017
Aric Earle Harry FriendCitizens Securities, Inc.Strategic Advisers LLC$15002-28-2011
BENJAMIN D WHITEVoya Financial Advisors, Inc.Strategic Advisers LLC05-01-2012
Brian F WilderMorgan StanleyStrategic Advisers LLC$50009-16-2011
Carl Spiros Aloupis Jr.UBS Financial Services Inc.Strategic Advisers LLC01-24-2013
Christopher Mark TildenFinancial Navigators Inc.Strategic Advisers LLC01-20-2017
Christopher Phong PhamMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC11-01-2017
Dana Edmond GilpatrickCambridge Investment Research, Inc.Strategic Advisers LLC06-03-2013
Daniel Patrick WhitingMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC02-22-2018
Derek C DeangelisPeak Wealth Management LLCStrategic Advisers LLC11-16-2015
Devin Michael CallinanUBS Financial Services Inc.Strategic Advisers LLC06-13-2018
Edward A. DarraghMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC06-15-2012
Gregg Robert ManisLPL Financial LLCStrategic Advisers LLC03-13-2013
Guenther August AngerNYLIFE Securities LLCStrategic Advisers LLC09-10-2014
James Allen ValisLPL Financial LLCStrategic Advisers LLC$10003-13-2013
Jason D WongMerrill Lynch, Pierce, Fenner & Smith IncorporatedStrategic Advisers LLC$10006-24-2014
Jesse Joel BrownSignator Investors, Inc.Strategic Advisers LLC$50009-26-2014
John Anthony Gray Jr.Santander Securities LLCStrategic Advisers LLC01-05-2018
John Henry KonetznyThe Practical PlannerStrategic Advisers LLC03-22-2016
John Thomas GarrityPeak Wealth Management LLCStrategic Advisers LLC11-16-2015
Joseph P. Marsden Jr.Advisory Group Equity Services Ltd.Strategic Advisers LLC$25004-29-2009
Joseph SicilianoLPL Financial LLCStrategic Advisers LLC05-07-2015
Joseph William MccarthyRaymond James Financial Services, Inc.Strategic Advisers LLC01-29-2010
Kevin Russell WebberHeritage Financial Services, LLCStrategic Advisers LLC10-06-2016
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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.