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
Marla Anne MasonA & I Financial Services, LLCPresidential Brokerage, Inc.05-19-2017
Robert Schuler Eberhardt IIIA & I Financial Services, LLCAXA Advisors, LLC04-10-2013
Nimish Navin PatelA & P Wealth ManagementWoodbury Financial Services, Inc.08-28-2015
Kenneth Charles ZehnderA B L E Wealth Management Solutions LLCWaddell & Reed03-28-2019
Adam Michael BlockiA Smarter Way to Invest, Inc.Sigma Financial Corporation08-02-2017
Vincent Joseph GiannattasioA&G Financial Management, LLCInstitutional Capital Management, Inc.10-15-2010
Nicole R MeihoferA&O AdvisorsFort Point Capital Partners LLC01-02-2019
Angela Renee O'KeefeA-Team Financial InvestmentsAccess Financial Group, Inc.08-21-2018
Albert Gary ShillingA. Gary Shilling & Co.Thornhill Securities, Inc.04-25-2017
Anatoly Tony ZubanA. To Z. Financial Consulting and Wealth ManagementICMA-RC Services, LLC09-05-2014
Alexander Gould CampbellA.G. Campbell Advisory, LLCFairport Capital, Inc.03-27-2012
Edward Sokolosky, Shane SullivanA.G. Edwards & SonsWells Fargo Advisors$5003-18-2010
Paul BedingerA.G. Edwards & SonsWells Fargo Advisors$3801-04-2010
Raymond Anthony Asmar Jr.A.G.P. / Alliance Global PartnersSummit Financial Group Inc$2508-16-2019
Lance Mitchell KlugerA.G.P. / Alliance Global PartnersSummit Financial Group Inc$1008-16-2019
Raymond Anthony Asmar Jr.A.G.P. / Alliance Global PartnersSummit Financial Group Inc$2508-16-2019
Lance Mitchell KlugerA.G.P. / Alliance Global PartnersSummit Financial Group Inc$1008-16-2019
Raymond Anthony Asmar Jr.A.G.P. / Alliance Global PartnersSummit Financial Group Inc$2508-16-2019
Lance Mitchell KlugerA.G.P. / Alliance Global PartnersSummit Financial Group Inc$1008-16-2019
Eric H ZoldanA.G.P. / Alliance Global PartnersCalton & Associates, Inc.07-30-2019
Ben D David DembinA.G.P. / Alliance Global PartnersMorgan Stanley$5405-15-2019
Jacob Saul JansenA.G.P. / Alliance Global PartnersEdward Jones05-03-2019
Alexander Vlad YelenskyA.G.P. / Alliance Global PartnersAegis Capital Corp.05-01-2019
Rodolfo Andres SalgadoA.G.P. / Alliance Global PartnersNational Securities Corporation02-06-2019
Jean-Matthieu JosseA.G.P. / Alliance Global PartnersAegis Capital Corp.11-02-2018
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Showing 151 to 175 of 100,672 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.

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