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
Adam John DeutschAmerican Portfolios Financial Services, Inc.Mutual Of America Life Insurance Company$15005-01-2019
Joffre SalazarAmerican Portfolios Financial Services, Inc.LPL Financial LLC04-08-2019
Alexander ZingerAmerican Portfolios Financial Services, Inc.Independent Financial Group, LLC$112-20-2018
Stephen Ira GilbergAmerican Portfolios Financial Services, Inc.Questar Capital Corporation$5012-14-2018
Michael John BurkeAmerican Portfolios Financial Services, Inc.NORTHEAST SECURITIES, LLC$5010-31-2018
Hillary Joy WertliebAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC$2506-01-2018
Linda BenlevyAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC$1003-16-2018
Daniel Lawrence PolanskyAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$5003-02-2018
John Patrick BryantAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$5003-02-2018
Derek John RussellAmerican Portfolios Financial Services, Inc.Hornor, Townsend & Kent, LLC$10002-09-2018
Matthew Franklin SchneidermanAmerican Portfolios Financial Services, Inc.Kovack Securities Inc.02-08-2018
Paul Jay RobbinsAmerican Portfolios Financial Services, Inc.Ladenburg Thalmann & Co. Inc.$2511-17-2017
Mark Andre PoitrasAmerican Portfolios Financial Services, Inc.HSBC Securities (USA) Inc.$108-07-2017
William Daniel CostelloAmerican Portfolios Financial Services, Inc.MML Investors Services, LLC06-27-2017
Christopher James WolfeAmerican Portfolios Financial Services, Inc.Park Avenue Securities LLC$2504-28-2017
Donald Joseph Savino Jr.American Portfolios Financial Services, Inc.Private Advisor Group, LLC$1004-27-2017
Joseph Edward StorzingerAmerican Portfolios Financial Services, Inc.Ameriprise Financial Services, Inc.03-07-2017
Carmine Joseph PassanteAmerican Portfolios Financial Services, Inc.Legend Equities Corporation$2508-15-2016
George Walter KauffmanAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Paula Marie RogalaAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Daniel Steven Williams Jr.American Portfolios Financial Services, Inc.MetLife Securities Inc.06-20-2016
Ronald Lee SnavelyAmerican Portfolios Financial Services, Inc.NYLIFE Securities LLC06-14-2016
Rachel FountainAmerican Portfolios Financial Services, Inc.MetLife Securities Inc.06-09-2016
Timothy Peter HardingAmerican Portfolios Financial Services, Inc.Santander Securities LLC$10004-14-2016
Donald Wilson ReidyAmerican Portfolios Financial Services, Inc.Wilbanks Securities, Inc.03-17-2016
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Showing 1 to 25 of 140 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.

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