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
Bryan Eugene BoyleCambridge Investment Research, Inc.Tower Square Securities, Inc.09-15-2011
Patrick Joseph BarronCambridge Investment Research, Inc.Commonwealth Financial Network07-05-2011
Barry Robert ShevlinCambridge Investment Research, Inc.Securities America, Inc.04-07-2011
Joseph Charles HenriquesCambridge Investment Research, Inc.ADP Broker-Dealer, Inc.02-18-2011
Michael LynnCambridge Investment Research, Inc.Charles Schwab & Co., Inc.03-03-2010
David Richard TruskeyCambridge Investment Research, Inc.Voya Financial Advisors, Inc.01-04-2010
Scott Allan DerrCambridge Investment Research, Inc.Voya Financial Advisors, Inc.01-04-2010
Daniel Joseph BrixiusCambridge Investment Research, Inc.Voya Financial Advisors, Inc.01-04-2010
Joseph Anthony CooperCambridge Investment Research, Inc.Voya Financial Advisors, Inc.01-04-2010
Gregory Orr GoehringCambridge Investment Research, Inc.Mutual Service Corporation08-25-2009
Anthony Edward Benvin Jr.Cambridge Investment Research, Inc.Mutual Service Corporation08-24-2009
Dennis Ronald BrowneCambridge Investment Research, Inc.Mutual Service Corporation08-07-2009
Joseph Andrew MarcianoCambridge Investment Research, Inc.Cincinnati Analysts, Inc.07-06-2009
Michael Eugene MarcianoCambridge Investment Research, Inc.Cincinnati Analysts, Inc.07-06-2009
Andrew H. NollmanCambridge Investment Research, Inc.Edward Jones02-06-2009
Jason Robert MathisCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$1005-22-2018
Ronald Bryan SultzbachCambridge Investment Research, Inc.Securities Service Network, LLC$1001-05-2018
Ronald Fair Paull IIICambridge Investment Research, Inc.LPL Financial LLC$1009-10-2015
William George Winkler Jr.Cambridge Investment Research, Inc.HD Vest Investment Services$1007-24-2015
Michael DichristofaroCambridge Investment Research, Inc.LPL Financial LLC$1007-01-2015
Joshua Edward MakowiecCambridge Investment Research, Inc.AXA Advisors, LLC$1001-16-2015
Elliott Ross MillerCambridge Investment Research, Inc.Fulcrum Securities, LLC$1005-27-2014
Bryce Kay LarsonCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1007-01-2013
Brett Martin PecherskyCambridge Investment Research, Inc.Trustmont Financial Group, Inc.$1003-21-2013
Christopher Joseph MarsicoCambridge Investment Research, Inc.Wall Street Financial Group, Inc.$1002-22-2013
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Showing 51 to 75 of 100 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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