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
Leo Bartlett GoodinCambridge Investment Research, Inc.HD Vest Investment Services$1009-26-2012
Todd Matthew MusialCambridge Investment Research, Inc.Tower Square Securities, Inc.$1009-30-2011
Kevin Joseph OrsingerCambridge Investment Research, Inc.Walnut Street Securities, Inc.$1010-01-2010
Dana Michael DunnCambridge Investment Research, Inc.MML Investors Services, LLC$1602-26-2018
Craig A. MooreCambridge Investment Research, Inc.PNC Investments$1706-29-2018
Mark David ZawaskyCambridge Investment Research, Inc.Questar Capital Corporation$2003-01-2017
Ronald Lee GribschawCambridge Investment Research, Inc.LPL Financial LLC$2504-26-2019
Michael D. EardleyCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$2504-30-2018
Matthew Gates GeerCambridge Investment Research, Inc.LPL Financial LLC$2502-20-2018
Lynda Brittain BlessingCambridge Investment Research, Inc.Ameriprise Financial Services, Inc.$2512-09-2016
Robert Charles MrozekCambridge Investment Research, Inc.SA Stone Wealth Management Inc.$2507-01-2016
Donna Marie CheswickCambridge Investment Research, Inc.BPU Investment Management Inc.$2504-12-2013
Thomas M. O'SheaCambridge Investment Research, Inc.Principal Securities, Inc.$2502-16-2010
George Lawrence McReynolds Jr.Cambridge Investment Research, Inc.Commonwealth Financial Network$2705-31-2018
Stephen Ray LewisCambridge Investment Research, Inc.Stifel, Nicolaus & Company, Incorporated$2802-02-2018
Stephen Douglas LucasCambridge Investment Research, Inc.SA Stone Wealth Management Inc.$4307-01-2016
Mary Ellen WagnerCambridge Investment Research, Inc.Summit Group Retirement Planners, Inc.$5010-17-2018
Mark Andrew KovacsCambridge Investment Research, Inc.Investors Capital Corp.$5009-09-2016
Michael Alois WiedtCambridge Investment Research, Inc.Janney Montgomery Scott LLC$7305-12-2017
Jeffrey Allen MillsCambridge Investment Research, Inc.Waddell & Reed$10004-06-2018
Edward E. KavoCambridge Investment Research, Inc.Walnut Street Securities, Inc.$10009-29-2011
Ruth Moy SamuelsCambridge Investment Research, Inc.Tower Square Securities, Inc.$15009-28-2011
David Alan LanganCambridge Investment Research, Inc.Cetera Investment Services LLC$20008-03-2015
Francis Stephen ZorackiCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC$20009-28-2011
Frank Kenneth GrabuskiCambridge Investment Research, Inc.The Wharton Advisory Group, LLC$25006-22-2018
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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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