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
Matthew Christopher BoyleLPL Financial LLCCadaret, Grant & Co., Inc.07-10-2019
Robert F. BlairLPL Financial LLCCetera Advisor Networks LLC06-24-2019
Chintan Hariprakash ShuklaLPL Financial LLCRaymond James Financial Services, Inc.$106-06-2019
Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.$105-31-2019
Benjamin Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.05-31-2019
Gregory Joseph KennedyLPL Financial LLCSummit Brokerage Services, Inc.$2505-16-2019
Gregory Joseph KennedyLPL Financial LLCSummit Brokerage Services, Inc.$2505-16-2019
Jason Bernard MyersLPL Financial LLCMML Investors Services, LLC05-03-2019
Mark Steven FilibertoLPL Financial LLCCuna Brokerage Services, Inc.04-30-2019
Kristopher M. WadsworthLPL Financial LLCSagePoint Financial, Inc.$5004-22-2019
Ronald Henry Bender Jr.LPL Financial LLCCitizens Securities, Inc.$15004-22-2019
Lawrence Craig LifmanLPL Financial LLCFinancial Resources Group Investment Services, LLC04-09-2019
Ernest EscobarLPL Financial LLCJ.P. Morgan Securities LLC03-25-2019
Anthony S PalmeriLPL Financial LLCNYLIFE Securities LLC02-28-2019
Joseph P CelibertiLPL Financial LLCMML Investors Services, LLC02-22-2019
Dewayne Keith RobertsLPL Financial LLCAXA Advisors, LLC$101-16-2019
Alan Michael MevorahLPL Financial LLCIndependent Financial Partners$2501-09-2019
Bradley BonfanteLPL Financial LLCKey Investment Services LLC01-04-2019
Josephine BlaffordLPL Financial LLCSantander Securities LLC$101-03-2019
Peter Perri Jr.LPL Financial LLCCUSO Financial Services, L.P.01-03-2019
Paul Joseph CarranoLPL Financial LLCAmeriprise Financial Services, Inc.$5012-03-2018
William Frank WelshLPL Financial LLCKey Investment Services LLC11-16-2018
Ronald C DimaggioLPL Financial LLCMML Investors Services, LLC10-30-2018
Olga Cecilia EspirituLPL Financial LLCForesters Financial Services, Inc.$2510-25-2018
Kevin C HillLPL Financial LLCCadaret, Grant & Co., Inc.10-16-2018
Next Page »

Showing 1 to 25 of 620 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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