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
Satyaprasad ChakravarthyCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-05-2018
Vineet Kumar GoyalCambridge Investment Research, Inc.Voya Financial Advisors, Inc.09-05-2018
William John KnightCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5008-31-2018
William James Novack Sr.Cambridge Investment Research, Inc.OneAmerica Securities, Inc.$1008-23-2018
Fitzgerald CharlierCambridge Investment Research, Inc.Signator Investors, Inc.$108-16-2018
John Stuart MedarisCambridge Investment Research, Inc.Signator Investors, Inc.08-16-2018
John S DimauroCambridge Investment Research, Inc.Robert W. Baird & Co. Incorporated$2508-14-2018
Brian Philip MorinCambridge Investment Research, Inc.Ameritas Investment Corp.08-13-2018
Jason John GauthierCambridge Investment Research, Inc.Ameritas Investment Corp.08-13-2018
Peter John GauthierCambridge Investment Research, Inc.Ameritas Investment Corp.08-10-2018
Matthew Alan GreerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.08-02-2018
Jan Axel TriblerCambridge Investment Research, Inc.Park Avenue Securities LLC$2507-25-2018
Donald Arthur ScarazzoCambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$5007-24-2018
Paul Michael RotellCambridge Investment Research, Inc.Kestra Investment Services, LLC$107-24-2018
Mark Alan MclaffertyCambridge Investment Research, Inc.MML Investors Services, LLC07-20-2018
Barry Randal WiskirchenCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$5007-18-2018
Jason D HassonCambridge Investment Research, Inc.Voya Financial Advisors, Inc.07-18-2018
Michael Eric FayedCambridge Investment Research, Inc.Summit Brokerage Services, Inc.$5007-16-2018
Stewart Irwin SchramCambridge Investment Research, Inc.Kingsbury Capital Investment Advisors LLC07-12-2018
Edward John Maedel IICambridge Investment Research, Inc.Sigma Financial Corporation07-09-2018
Lynn Mary MccartyCambridge Investment Research, Inc.Nationwide Securities, LLC07-02-2018
Craig Allen MooreCambridge Investment Research, Inc.PNC Investments$1706-29-2018
Frank Kenneth GrabuskiCambridge Investment Research, Inc.The Wharton Advisory Group, LLC$25006-22-2018
James Bowen LathamCambridge Investment Research, Inc.Nationwide Securities, LLC$5006-01-2018
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Showing 51 to 75 of 130 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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