Advisers on the Move TEST

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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel A. JohnsonBirchcreek Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2019
Christopher Ridgley JohnsBoenning & Scattergood, Inc.Sweney Cartwright & Company$25008-15-2019
Robert Lester FoxBoenning & Scattergood, Inc.Sweney Cartwright & Company$27808-15-2019
Steven M. WrightBoenning & Scattergood, Inc.Sweney Cartwright & Company08-15-2019
Todd Richard IlleCabot Lodge Securities LLCEdward Jones$15008-02-2019
James Aaron MartinCambridge Investment Research, Inc.Nationwide Securities, LLC08-16-2019
Leo RosnerCambridge Investment Research, Inc.SagePoint Financial, Inc.$27008-02-2019
Adam Matthew BonvenutoCambridge Investment Research, Inc.Nationwide Securities, LLC08-01-2019
Robert Arthur RollandCambridge Investment Research, Inc.Nationwide Securities, LLC08-01-2019
Ian MathesonCarnegie Investment CounselMatheson Financial08-09-2019
Michael Edward PerdzockCBIZ Investment Advisory Services, LLCGavion, LLC07-31-2019
Brian L JonesCBIZ Investment Advisory Services, LLCGavion, LLC07-31-2019
Jeffrey Forrest BarnesCBIZ Investment Advisory Services, LLCGavion, LLC07-31-2019
Scott Alan ArnwineCBIZ Investment Advisory Services, LLCGavion, LLC07-31-2019
Michael Andrew BrandonCetera Advisors LLCU.S. Bancorp Investments, Inc.$15008-13-2019
Chevalier Roland HomanCetera Advisors LLCThrivent Investment Management Inc.08-13-2019
Chad Earl MarksCetera Investment Services LLCCitizens Securities, Inc.07-30-2019
Eric John TataCitizens Securities, Inc.Edward Jones08-20-2019
Chelsea Ann HavrillaCitizens Securities, Inc.J.P. Morgan Securities LLC07-23-2019
James E. BurnorCroak Asset ManagementMML Investors Services, LLC08-07-2019
Stuart Ray MillerCutter & Company, Inc.Ameriprise Financial Services, Inc.08-09-2019
Cheryl L GillFifth Third Securities, Inc.Citizens Securities, Inc.08-13-2019
Jeremy Adam PiferFirelands Wealth Management, LLCThe O.N. Equity Sales Company07-26-2019
Walter Joseph HarperHP & AssociatesW. Joseph Harper08-15-2019
Amanda J. BoyceInfinex Investments, Inc.Key Investment Services LLC07-23-2019
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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.