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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ray C. MasseyCommonwealth Financial NetworkVanguard Marketing Corporation03-10-2020
Lawrence Joseph AmentaCommonwealth Financial NetworkCUNA Brokerage Services, Inc.03-06-2020
Ryan Patrick GrayCommonwealth Financial NetworkOppenheimer & Co. Inc.$5003-02-2020
Michael David BaroneCommonwealth Financial NetworkLPL Financial LLC01-07-2020
Jesse TaylorCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC12-16-2019
John Ryan BoscarelliCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5011-07-2019
Mary Ann LazzaroCommonwealth Financial NetworkAmeriprise Financial Services, LLC11-07-2019
Glenn Brian CohenCommonwealth Financial NetworkAvantax Investment Services, Inc.$2511-01-2019
Scott Donald SeymourCommonwealth Financial NetworkCetera Advisor Networks LLC10-25-2019
Jan Leo GraybillCommonwealth Financial NetworkSecurian Financial Services, Inc.$5010-01-2019
Samuel Shober Stroud Jr.Commonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Robert Paul WermuthCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Jennifer Richards HodsonCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Kevin Michael DonohueCommonwealth Financial NetworkSecurian Financial Services, Inc.$2510-01-2019
Steven Wayne La PorteCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Kent Thomas HickeyCommonwealth Financial NetworkSecurian Financial Services, Inc.$1010-01-2019
Dennis Joseph RosadioCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Matthew Ryan KulpCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Jeffrey W. DyeCommonwealth Financial NetworkSecurian Financial Services, Inc.$10010-01-2019
Edward Latta CampbellCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Natalie HodakCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Brendan SpeersCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Melissa Sara GerhardtCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Michael Paul CernekCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
Jaclyn D. ShumanCommonwealth Financial NetworkSecurian Financial Services, Inc.10-01-2019
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Showing 1 to 25 of 86 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.