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
Brett G KetvertisLincoln Financial Advisors CorporationNew England Securities11-14-2014
Arin J. MacqueenVoya Financial Advisors, Inc.New England Securities10-01-2014
Richard Patrick SacuiCambridge Investment Research, Inc.New England Securities08-04-2014
Bryan Michael RennerCambridge Investment Research, Inc.New England Securities12-19-2013
Gordon Lyle BrookhartPark Avenue Securities LLCNew England Securities12-13-2013
Adam R. StalnakerCetera Advisors LLCNew England Securities12-03-2013
Richard Alan RudnickiMML Investors Services, LLCNew England Securities11-07-2013
Michael Edward MenningSagePoint Financial, Inc.New England Securities10-28-2013
William K. BolasWells Fargo Clearing Services, LLCNew England Securities$1002-01-2013
Randy S. HyliardPNC InvestmentsNew England Securities07-02-2012
Theodore Anthony CalabreseCetera Advisors LLCNew England Securities06-29-2012
Donald Edward AhlEdward JonesNew England Securities$1006-15-2012
Chaffon D RankinThe Huntington Investment CompanyNew England Securities05-21-2012
Joseph John KovachCetera Advisors LLCNew England Securities$5005-18-2012
George Daniel Lehmann IVPark Avenue Securities LLCNew England Securities05-02-2012
Kenneth Wayne JonesCetera Advisors LLCNew England Securities$1004-16-2012
Nicholas Anthony BoeckmanBrookstone Capital Management LLCNew England Securities02-17-2012
Jon P. GlinkCetera Advisor Networks LLCNew England Securities10-10-2011
Weston C. ReinboltLPL Financial LLCNew England Securities03-03-2011
Jonathan Robert SchonfeldLPL Financial LLCNew England Securities04-21-2010
Jeffrey Stewart McCreeryMML Investors Services, LLCNew England Securities03-10-2009

Showing 1 to 21 of 21 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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