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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Andrew RyanCommonwealth Financial NetworkAmeriprise Financial Services, LLC$2510-02-2015
Jessica Meghan BloodCommonwealth Financial NetworkCommonwealth Financial Network09-23-2015
Daniel Joseph FlanaganCommonwealth Financial NetworkLexington Wealth Management, Inc.05-18-2015
Barbara Lynn AllisonCommonwealth Financial NetworkMorgan Stanley05-08-2015
David Maurice CyrsCommonwealth Financial NetworkNfp Advisor Services$10004-30-2015
Phillip G. MazzolaCommonwealth Financial NetworkLPL Financial LLC04-13-2015
Thomas Edward DexterCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5001-23-2015
Patrick Michael FullerCommonwealth Financial NetworkAmeriprise Financial Services, LLC$2501-15-2015
Todd A EhrenbergCommonwealth Financial NetworkAmeriprise Financial Services, LLC$1001-15-2015
Sheila Brand StehlinCommonwealth Financial NetworkAmeriprise Financial Services, LLC01-15-2015
Michael Robert BuxbaumCommonwealth Financial NetworkLPL Financial LLC$5001-02-2015
Joseph Terence CovillCommonwealth Financial NetworkCoburn & Meredith, Inc.$1012-05-2014
Michael Andrew KockCommonwealth Financial NetworkFirst Heartland Capital, Inc.12-02-2014
Steven Robert LarsonCommonwealth Financial NetworkAmeriprise Financial Services, LLC10-24-2014
Drew Keith StrattonCommonwealth Financial NetworkAmeriprise Financial Services, LLC$2510-24-2014
John Edward PotterCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5010-24-2014
Armand Gerard Cote IIICommonwealth Financial NetworkAmeriprise Financial Services, LLC$5010-24-2014
John Louis CentrellaCommonwealth Financial NetworkUBS Financial Services Inc.$10010-16-2014
Gino P MolettieriCommonwealth Financial NetworkBaystate Wealth Management$5010-06-2014
Lisa Jeanne LambCommonwealth Financial NetworkBallentine Partners10-06-2014
Kristen Leigh SmithCommonwealth Financial NetworkMorgan Stanley$5009-19-2014
Carole Elizabeth BolducCommonwealth Financial NetworkPeople's Securities, Inc.09-05-2014
David Bruce HarrisCommonwealth Financial NetworkAXA Advisors, LLC$15008-22-2014
Patrick Francis OrtmanCommonwealth Financial NetworkFirst Command Financial Planning, Inc.08-11-2014
Jeffrey Michael ProsserCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC08-04-2014
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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.