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
Jeffrey P DeissAdvisors Capital Management, LLCKestra Investment Services, LLC04-20-2015
Alvin RushFortune Financial Services, Inc.Kestra Investment Services, LLC$1010-13-2016
Paul John CellaInternational Assets Advisory, LLCKestra Investment Services, LLC$20003-20-2015
Susan Joan FormanKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
Michael Andrew VitkansasKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
Dolores Ann WhiteKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
Dominic TodarelloKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
Paul David MillerKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
Richard Michael HarrisonKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
Carolyn Reynolds Lloyd-CohenKestra Advisory Services, LLCKestra Investment Services, LLC04-26-2016
David Mark DrakeKestra Advisory Services, LLCKestra Investment Services, LLC04-21-2016
Daniel William SopherKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
John Alan Anderson Jr.Kestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
David Keith SebastianKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Philip Stone Morgan Jr.Kestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Elizabeth Jane BlanchardKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Dennis Joseph AmicoKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Michael SnyderKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Darrell Charles HaytaianKestra Advisory Services, LLCKestra Investment Services, LLC04-20-2016
Mark Francis WallaceLincoln Financial Advisors CorporationKestra Investment Services, LLC01-06-2012
Daniel Vincent GiaimoLPL Financial LLCKestra Investment Services, LLC$5012-11-2015
Lawrence John DenoiaLPL Financial LLCKestra Investment Services, LLC12-11-2015
Kevin Jon Gennarelli Jr.Mercer Allied Company, L.P.Kestra Investment Services, LLC11-02-2009
Darshana V. PatelMerrill Lynch, Pierce, Fenner & Smith IncorporatedKestra Investment Services, LLC12-02-2015
Vijay KrishnaswamyMML Investors Services, LLCKestra Investment Services, LLC04-23-2019
Next Page »

Showing 1 to 25 of 27 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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