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
Allen Carl GrommetAmerican Portfolios Financial Services, Inc.Allied Beacon Partners, Inc.08-05-2013
Ari Menachem TeplitzAmerican Portfolios Financial Services, Inc.NYLIFE Securities LLC07-21-2014
Brian Joseph DibrinoAmerican Portfolios Financial Services, Inc.First Allied Securities, Inc.08-12-2016
Brian Patrick BevinsAmerican Portfolios Financial Services, Inc.Securian Financial Services, Inc.12-19-2018
Donna M MclaughlinAmerican Portfolios Financial Services, Inc.Questar Capital Corporation02-21-2019
James Charles LeoAmerican Portfolios Financial Services, Inc.LPL Financial LLC05-04-2015
Jeffrey Rand MillerAmerican Portfolios Financial Services, Inc.First Allied Securities, Inc.$10008-11-2016
Justin Nicholas HewinsAmerican Portfolios Financial Services, Inc.Ameriprise Financial Services, Inc.04-12-2010
Louis Robert SorrentinoAmerican Portfolios Financial Services, Inc.Newbridge Securities Corporation11-01-2017
Nabil BouabAmerican Portfolios Financial Services, Inc.Lantern Investments, Inc.$5007-26-2013
Patti Jane VanengelenAmerican Portfolios Financial Services, Inc.First Allied Securities, Inc.09-30-2016
Raymond Michael GiuntaAmerican Portfolios Financial Services, Inc.PTS Brokerage, LLC11-22-2011
Richard Michael DitarantoAmerican Portfolios Financial Services, Inc.First Allied Securities, Inc.$5008-11-2016
Robert TilsonAmerican Portfolios Financial Services, Inc.Cambridge Investment Research, Inc.$10006-01-2012
Steven GrodkoAmerican Portfolios Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2014
Thomas George GoodwinAmerican Portfolios Financial Services, Inc.Summit Equities, Inc.$1003-01-2018
William John McCahillAmerican Portfolios Financial Services, Inc.Cambridge Investment Research, Inc.06-01-2012

Showing 1 to 17 of 17 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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