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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Thomas CousineauRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
David Purcell RuttRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Michael Louis TacchellaRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Phillip A. VeenstraRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Lu PalettaRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Robert Dana WrightRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Cheryl L. ZinzRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Christopher M. LiphardtRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Matthew Glenn OttingerRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Andrea Lynn CarnickRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Christina Carroll MickRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Kaled Fuad KhaznehkatbiRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Kimberly Louise JamiesonRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Jerad M. LaparlRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Karen Ann MyersRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Janice S. VanderbiltRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
William Robert KossenRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Nicholas M. AdamsRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Cole Eric FragemanJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-02-2018
Tucker Arne FahlenRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Christopher James SchreiberRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Zachary M. ZukowskiRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Ethan A. CramerRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Daniel S FisherRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
James Paul GianakopoulosRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
« Previous PageNext Page »

Showing 276 to 300 of 386 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.