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.

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
Brian Scott FisherCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5005-18-2018
Donald Zwally HaverstickCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC05-18-2018
Andrew C HarrisCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5009-18-2015
Ray C. MasseyCommonwealth Financial NetworkVanguard Marketing Corporation03-10-2020
Dudley Walton SaurmanCommonwealth Financial NetworkUnivest Investments, Inc.$1010-01-2014
Joan Frances LewersCommonwealth Financial NetworkUnivest Investments, Inc.10-01-2014
Casey Louise ReardonCommonwealth Financial NetworkUnivest Investments, Inc.10-01-2014
Danine Ann MuellerCommonwealth Financial NetworkSims Financial Services, LLC10-01-2014
Deborah Ann DavisCommonwealth Financial NetworkSII Investments, Inc.$1908-15-2016
William George JamesCommonwealth Financial NetworkSecurities America, Inc.$10009-30-2016
Jeffrey Michael WolfCommonwealth Financial NetworkSecurities America, Inc.$1009-30-2016
Ian KahilCommonwealth Financial NetworkSecurities America, Inc.09-30-2016
Tim Ryan McDonaldCommonwealth Financial NetworkSecurities America, Inc.09-30-2016
David Frank Biffen Jr.Commonwealth Financial NetworkSecurities America, Inc.$10008-23-2010
Matthew D. BiffenCommonwealth Financial NetworkSecurities America, Inc.08-23-2010
Stephen Ole MeidahlCommonwealth Financial NetworkSecurities America Advisors, Inc.$5008-27-2015
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
Next Page »

Showing 1 to 25 of 86 entries

Page 1 | 2 | 3 | 4

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.