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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bryan Christopher BeamerCambridge Investment Research, Inc.Ameriprise Financial Services, Inc.$50004-09-2018
Michael Anthony D'AndreaCambridge Investment Research, Inc.Applied Financial Wisdom$1010-21-2013
Raymond Paul ForninoCambridge Investment Research, Inc.AXA Advisors, LLC04-25-2013
Nicholas Daniel InnerbichlerCambridge Investment Research, Inc.Broker Dealer Financial Services Corp.10-20-2018
Jeffrey Lynn OlsonCambridge Investment Research, Inc.Cadaret, Grant & Co., Inc.$2503-01-2019
Laura Elizabeth JohnsonCambridge Investment Research, Inc.Cetera Advisors LLC$5005-04-2016
Chuck Woodruff WienckowskiCambridge Investment Research, Inc.Clifton Gunderson Financial Advisors L.L.C.11-01-2010
Geoffrey Michael TomasettiCambridge Investment Research, Inc.CUNA Brokerage Services, Inc.$5005-29-2015
Richard Alan FletcherCambridge Investment Research, Inc.EF Legacy Securities, LLC08-01-2018
Jeremy A PearceCambridge Investment Research, Inc.Financial West Group05-28-2015
Thomas WalshCambridge Investment Research, Inc.Fulcrum Securities, LLC04-21-2014
Kristin Michel RodriguezCambridge Investment Research, Inc.Glen Eagle Wealth, LLC$1006-15-2012
Melissa Sue Carriles BigghamCambridge Investment Research, Inc.H. Beck, Inc.01-02-2019
Carl Michael StrozykCambridge Investment Research, Inc.H. Beck, Inc.$2503-01-2011
Erik Louis KellerCambridge Investment Research, Inc.Harford Financial Group$15010-15-2010
Adam Willis FreelandCambridge Investment Research, Inc.Harford Financial Group$2510-15-2010
Robert Warren RobertsonCambridge Investment Research, Inc.HD Vest Investment Services$2506-03-2019
Lorie Ann ScheibelCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation05-23-2017
Christopher J GordonCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1407-11-2016
Douglas Anthony PotashCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$10010-12-2012
Harry Allen Swope Jr.Cambridge Investment Research, Inc.Lincoln Investment11-04-2015
David Mitchell RivlinCambridge Investment Research, Inc.LPL Financial LLC12-05-2016
Samuel Power BoydCambridge Investment Research, Inc.LPL Financial LLC02-11-2013
Melissa Bethann ReaktenwaltCambridge Investment Research, Inc.MML Investors Services, LLC11-09-2018
Joseph R. TopolskiCambridge Investment Research, Inc.MML Investors Services, LLC08-27-2018
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Showing 1 to 25 of 44 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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