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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathan Buzaid ThomsenTIAA-CREF Individual & Institutional Services, LLCFidelity Personal and Workplace Advisors$2509-19-2018
Cameron Earl CroutchEquity Services, Inc.Northwestern Mutual Investment Services, LLC09-19-2018
Gregory John BavedasWells Fargo Clearing Services, LLCCambridge Investment Research, Inc.09-19-2018
Lukasz G JankoKey Investment Services LLCSantander Securities LLC09-18-2018
Michael Joseph RioloMountain Vista Wealth ManagementRaymond James Financial Services, Inc.09-14-2018
Theodore Alphonse Boulay Jr.MML Investors Services, LLCVoya Financial Advisors, Inc.09-13-2018
Mark Raymond VidaInvestmark Advisory Group LLCCommonwealth Financial Network$25009-13-2018
Brenda J BachmanPensionmark Securities, LLCCetera Advisor Networks LLC09-12-2018
Anthony S. PisaniKey Investment Services LLCForesters Financial Services, Inc.09-10-2018
Kayse Ann KressPhysician Wealth Services, LLCMore With Less Financial Planning, LLC09-10-2018
Brannon Charles OzarkApella CapitalKey Investment Services LLC09-06-2018
Jason Williams WingateCitigroup Global Markets Inc.J.P. Morgan Securities LLC09-05-2018
Kevin Patrick IlesCeros Financial Services, Inc.Vanguard Marketing Corporation09-04-2018
David Michael LamorteAXA Advisors, LLCAvantax Investment Services, Inc.$10009-04-2018
Richard R RakeFinancial Resources Group, LLCLincoln Financial Securities Corporation09-04-2018
Peter Edward KellyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2018
Brendon O MooreLPL Financial LLCVoya Financial Advisors, Inc.08-31-2018
Vincent Michael Camarota Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-31-2018
Anthony InzeroTIAA-CREF Individual & Institutional Services, LLCPruco Securities, LLC.08-30-2018
Matthew Benjamin HurwitzAmeriprise Financial Services, LLCDavid Lerner Associates, Inc.08-29-2018
Glenn Hall RatcliffeJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$1,00008-29-2018
Joseph Ijong ChuRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10008-29-2018
Christopher Lawrence PhillipsRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2508-29-2018
Jeffrey Alan SavelleFairport Advisors, Inc.Temenos Advisory, Inc.08-28-2018
Adam Luis RichwineRBC Capital Markets, LLCEdward Jones08-27-2018
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Showing 101 to 125 of 313 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.