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
Alan Paul TichmanLPL Financial LLCINVEST Financial Corporation02-14-2018
Andrea Owen-BoydLPL Financial LLCINVEST Financial Corporation02-14-2018
Andrew D. SiegelLPL Financial LLCINVEST Financial Corporation02-14-2018
Andrew LomantoSecurities America, Inc.INVEST Financial Corporation$5011-16-2016
Andrew ManganoLPL Financial LLCINVEST FINANCIAL CORPORATION02-14-2018
Anthony Stephen ScaliseThe Investment Center, Inc.INVEST Financial Corporation11-27-2017
Benjamin Robert MurphySecurities America, Inc.INVEST Financial Corporation$5012-01-2017
Bradley Dean HaysletteLPL Financial LLCINVEST Financial Corporation02-14-2018
Brent A PatryLPL Financial LLCINVEST Financial Corporation02-14-2018
Bruce David LoeffertMerrill Lynch, Pierce, Fenner & Smith IncorporatedINVEST Financial Corporation10-14-2014
Carrie Ann LaneLPL Financial LLCINVEST Financial Corporation02-14-2018
Chadwick James MurrayLPL Financial LLCINVEST Financial Corporation02-14-2018
Charles Anthony NicosiaLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Charles MazziottiLPL Financial LLCINVEST Financial Corporation02-14-2018
Christopher James CunninghamLPL Financial LLCINVEST Financial Corporation$2502-14-2018
Christopher Thomas ConnellLPL Financial LLCINVEST Financial Corporation$5002-14-2018
David Bruce CoonLPL Financial LLCINVEST Financial Corporation02-14-2018
David Gary YoungSecurities America, Inc.INVEST Financial Corporation$5012-01-2017
David Hunter O'Neil Jr.LPL Financial LLCINVEST Financial Corporation02-14-2018
David Ira BlockLifeMark Securities Corp.INVEST Financial Corporation12-15-2017
Edward Mccarthy DooneyAmerican Portfolios Financial Services, Inc.INVEST Financial Corporation12-12-2013
Eric Edward BrunetLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Frank J. LucianoLPL Financial LLCINVEST Financial Corporation02-14-2018
Fred H CohenLPL Financial LLCINVEST Financial Corporation02-14-2018
Gabriel Jerome BentovimLPL Financial LLCINVEST Financial Corporation02-14-2018
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Showing 1 to 25 of 105 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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