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
Brian Edward CanningAbacus Wealth PartnersFidelity Brokerage Services LLC01-23-2012
Barrett Sean PorterAbacus Wealth PartnersABACUS PORTFOLIOS12-03-2009
Barbara Jacobs WolfAbacus Wealth PartnersAbacus Portfolios12-03-2009
James Edward Slater IIAbbit Management CorpPNC Funds Distributor, LLC06-01-2012
Carol A. Mammone DesimoneAbbondandolo Wealth Management CorpNationwide Planning Associates Inc.05-02-2014
Thomas Michael AbboudAbboud Financial Planning, Inc.Securities America, Inc.11-03-2017
William David OsherAbbrea Capital, LLCGFO Advisory Services, LLC07-13-2015
Steven Edward CutcliffeAbbrea Capital, LLCGFO Advisory Services, LLC07-13-2015
Douglas Charles Robb Jr.ABC Wealth IncCUSO Financial Services, L.P.09-30-2016
Steven H. SternAbel Financial Management Co.Planning Solutions Group, LLC06-20-2018
Donavan CoxAberle Investment Management, LLCMorgan Stanley11-27-2017
Brian Jacob AberleAberle Investment Management, LLCWells Fargo Advisors Financial Network, LLC02-23-2017
Seth A. RosenbergAbility FirstCapital Executive Solutions01-10-2019
Raymond Andrew ChildsAble Capital Management, LLCShorepoint Capital Partners LLC04-11-2018
David P. HaverstickAbles, Iannone, Moore & Associates, Inc.Intervest International Equities Corporation11-02-2016
Matthew James FloodAbner Herrman & Brock, LLCMorgan Stanley09-06-2011
Bharadwaj Venkata Sesha NippaniAboveRock LLCBrokersXpress LLC03-25-2009
Tarek Mustapha AbouljoudAbram Asset ManagementAZA Capital Management01-01-2010
Jeanie Fielder EymonttAbsolute Alpha Corp.American Portfolios Financial Services, Inc.12-10-2016
George Norris EllisAbundance Advisors, Inc.Park Avenue Securities LLC08-28-2014
James Andrew MillerAbundance Financial Coaching, LLCWISDOM FINANCIAL, LLC08-29-2016
Kyle William RestadAbundance Financial PlanningEdward Jones10-19-2011
Joseph Chuo-Ju KuoAbundance Wealth Planning, LLCGriffin Black, Inc.06-05-2018
Rena Kay BreedingAbundant Capital Strategies LLCColumbia Benefits, LLC06-07-2016
Neil Von MahoneyABW Advisors, LLCCAMBRIDGE WEALTH COUNSEL11-02-2012
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Showing 201 to 225 of 100,103 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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