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
A. Dale SchaeferCetera Advisor Networks LLCMML Investors Services, LLC11-27-2013
Adam R. TauCetera Advisor Networks LLCNorth Ridge Securities Corp.02-01-2019
Alan RussoCetera Advisor Networks LLCNorth Ridge Securities Corp.02-01-2019
Alan William WaidelichCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Alfred MillerCetera Advisor Networks LLCNorth Ridge Securities Corp.02-01-2019
Alison EpsteinCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Anand SinghCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Andrew Benjamin MillerCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Anne Marie RubeoCetera Advisor Networks LLCWalnut Street Securities, Inc.$1009-03-2013
Anthony Jude CapobiancoCetera Advisor Networks LLCTower Square Securities, Inc.$5009-03-2013
Arthur HardyCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Barry Paul DebanyCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Benyamin LipschitzCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Bernard KrausCetera Advisor Networks LLCTower Square Securities, Inc.09-03-2013
Betty MeitnerCetera Advisor Networks LLCNorth Ridge Securities Corp.02-01-2019
Boswell Winston BentCetera Advisor Networks LLCNorth Ridge Securities Corp.$1002-01-2019
Bradley Raymond KonopaskeCetera Advisor Networks LLCAdvisorNet Wealth Management$10012-01-2015
Bruce Warren WeinsteinCetera Advisor Networks LLCNorth Ridge Securities Corp.02-01-2019
Carl Mathew PalatnikCetera Advisor Networks LLCNorth Ridge Securities Corp.$1002-01-2019
Carol L Buchman-KrutianskyCetera Advisor Networks LLCWalnut Street Securities, Inc.$20009-03-2013
Charles Sanford KaufmanCetera Advisor Networks LLCWalnut Street Securities, Inc.$10009-03-2013
Christopher Sebastian LiottaCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Daniel Christian KelleyCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Daniel Mark AbelsonCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Dave B RaoCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Next Page »

Showing 1 to 25 of 136 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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