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
Lauren Paige MartinBronfman RothschildTHRESHOLD GROUP, LLC11-16-2017
John Harry WolffBronfman RothschildCapital Fiduciary Advisors, LLC06-01-2017
Mark Elliot SchwartzBronfman RothschildTRICAPITAL ADVISORS INC02-15-2017
Limin LeeBronfman RothschildTRICAPITAL ADVISORS INC02-15-2017
Donald Brooke FarrenBronfman RothschildTRICAPITAL ADVISORS INC02-15-2017
Jonathan Brett RosnerBronfman RothschildConvergent Wealth Advisors, LLC08-03-2016
Jay Michael WeinsteinBronfman RothschildHIGHLINE WEALTH MANAGEMENT, LLC09-22-2015
Michele Gabrielle WalthertBronfman RothschildHighline Wealth Management, LLC09-22-2015
Ashley Elyse IddingsBronfman RothschildHighline Wealth Management, LLC09-22-2015
Timothy Richard HughesBronfman RothschildHIGHLINE WEALTH MANAGEMENT, LLC09-22-2015
Max Joseph MeltzerBronfman RothschildHighline Wealth Management, LLC09-22-2015
Grant Michael RuderBronfman RothschildHIGHLINE WEALTH MANAGEMENT, LLC09-22-2015
Jillana Paige LizziBronfman RothschildHighline Wealth Management, LLC09-22-2015
Robin A DobbsBronfman RothschildHIGHLINE WEALTH MANAGEMENT, LLC09-22-2015
Christopher Colin KiesslingBronfman RothschildHIGHLINE WEALTH MANAGEMENT, LLC09-22-2015
Dmitriy KatsnelsonBronfman RothschildHighline Wealth Management, LLC09-22-2015

Showing 1 to 16 of 16 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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