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
John Frederick KellerThe Colony Group, LLCLong Wharf Investors10-20-2014
Roderick Lett MacdonaldThe Colony Group, LLCLong Wharf Investors10-20-2014
Peter Anthony MitranoThe Colony Group, LLCMintz Levin Financial Advisors LLC07-25-2012
Erin Nicole ManganelloThe Colony Group, LLCMintz Levin Financial Advisors LLC07-25-2012
Patrick Shea DonnellyThe Colony Group, LLCMintz Levin Financial Advisors LLC07-25-2012
Michael Thomas WrightThe Colony Group, LLCMINTZ LEVIN FINANCIAL ADVISORS LLC07-25-2012
Cary Paul GellerThe Colony Group, LLCMintz Levin Financial Advisors LLC07-19-2012
Frederick Clifford MacdonaldThe Colony Group, LLCMintz Levin Financial Advisors LLC07-19-2012
Janet Theresa TigheThe Colony Group, LLCMintz Levin Financial Advisors LLC07-18-2012
Robert James GlovskyThe Colony Group, LLCMINTZ LEVIN FINANCIAL ADVISORS LLC07-11-2012
Joseph Alexander SalvatiThe Colony Group, LLCThe Colony Group, LLC01-06-2012
Daniel Scott McDonaldThe Colony Group, LLCThe Colony Group, LLC01-06-2012
Mary Ileana VladThe Colony Group, LLCThe Colony Group, LLC01-06-2012
Matthew Christopher IlterisThe Colony Group, LLCTHE COLONY GROUP, LLC01-06-2012
Stephen Thomas SadlerThe Colony Group, LLCThe Colony Group, LLC01-03-2012
Elisabeth Louise TalbotThe Colony Group, LLCThe Colony Group, LLC01-03-2012
Edward Vincent SchielaThe Colony Group, LLCThe Colony Group, LLC01-03-2012
Cheryl Lynne WilkinsonThe Colony Group, LLCThe Colony Group, LLC01-03-2012
Denise Marie DuffyThe Colony Group, LLCTHE COLONY GROUP, LLC01-03-2012
Jeffrey Taylor CraigThe Colony Group, LLCThe Colony Group, LLC01-03-2012
Jay Anthony LupicaThe Colony Group, LLCThe Colony Group, LLC01-03-2012

Showing 1 to 21 of 21 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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