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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Benjamin Joseph HostetlerCommonwealth Financial NetworkMML Investors Services, LLC07-24-2020
Morgan Joseph RussoH. Beck, Inc.MML Investors Services, LLC03-09-2020
John William DixonAllstate Financial Services, LLCMML Investors Services, LLC01-02-2020
William Henry BrockmanHornor, Townsend & Kent, LLCMML Investors Services, LLC$5012-10-2019
Natalie J HedrickHornor, Townsend & Kent, LLCMML Investors Services, LLC12-10-2019
Jomo Attiim HyltonHornor, Townsend & Kent, LLCMML Investors Services, LLC11-21-2019
Erik RineholdNYLIFE Securities LLCMML Investors Services, LLC10-21-2019
Patrick Allen HaneyLPL Financial LLCMML Investors Services, LLC08-21-2019
Mohammad Said AmerNYLIFE Securities LLCMML Investors Services, LLC08-09-2019
Robin Denise GibbonsVoya Financial Advisors, Inc.MML Investors Services, LLC08-07-2019
David Alan VangLPL Financial LLCMML Investors Services, LLC07-17-2019
Casey Douglas CraigLPL Financial LLCMML Investors Services, LLC$5407-16-2019
Michael J GlassmanLPL Financial LLCMML Investors Services, LLC$1307-16-2019
Mariah Kate LightfootLPL Financial LLCMML Investors Services, LLC07-16-2019
Casey Craig David Vang PJ Horan Michael Glassman Allen Haney Mariah LightfootLPL Financial LLCMML Investors Services, LLC$24507-15-2019
Bryan WassermanTriad Advisors LLCMML Investors Services, LLC05-13-2019
Tariq Ahmad KhanWealthcare Financial Group, Inc.MML Investors Services, LLC04-11-2019
Jeffrey Carr Fountain JrPassive Capital Management, LLCMML Investors Services, LLC01-15-2019
Melissa Bethann ReaktenwaltCambridge Investment Research, Inc.MML Investors Services, LLC11-09-2018
Joseph R TopolskiCambridge Investment Research, Inc.MML Investors Services, LLC08-27-2018
Thomas Tristany TrelaCambridge Investment Research, Inc.MML Investors Services, LLC08-27-2018
Christopher Howard LongHornor, Townsend & Kent, LLCMML Investors Services, LLC08-08-2018
Anurati Arvind PatelHornor, Townsend & Kent, LLCMML Investors Services, LLC$2507-30-2018
Joseph Marcelo CarrPruco Securities, LLC.MML Investors Services, LLC$15007-03-2018
William J AtkinsHornor, Townsend & Kent, LLCMML Investors Services, LLC05-08-2018
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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.