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
Aarikka Jean BurgessKestra Investment Services, LLCAXA Advisors, LLC10-18-2017
Aaron Brett VasquezWells Fargo Clearing Services, LLCAXA Advisors, LLC04-29-2020
Aaron C. LelandNYLIFE Securities LLCAXA Advisors, LLC06-07-2013
Aaron C. WagnerPruco Securities, LLC.AXA Advisors, LLC02-19-2013
Aaron Cosmo MontezLincoln Financial Advisors CorporationAXA Advisors, LLC05-01-2014
Aaron David DyasMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-21-2019
Aaron James BlasinskyCitizens Securities, Inc.AXA Advisors, LLC11-14-2018
Aaron James McclainWedbush Securities Inc.AXA Advisors, LLC12-14-2017
Aaron James NickoletteNorthwestern Mutual Investment Services, LLCAXA Advisors, LLC04-20-2020
Aaron John HurleyFirstMerit Financial Services, IncAXA Advisors, LLC12-01-2010
Aaron Joseph PlautzPrincipia Wealth Advisory, LLCAXA Advisors, LLC03-03-2010
Aaron Lee CruzCetera Advisors LLCAXA Advisors, LLC08-11-2017
Aaron M. AveryLPL Financial LLCAXA Advisors, LLC01-25-2013
Aaron Matthew CarvajalPurshe Kaplan Sterling InvestmentsAXA Advisors, LLC11-15-2019
Aaron Michael CooperbandWoodbury Financial Services, Inc.AXA Advisors, LLC$10007-22-2010
Aaron Paul KarasChase Investment Services Corp.AXA Advisors, LLC09-21-2009
Aaron Paul LangstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-25-2018
Aaron StanleyLincoln Financial Advisors CorporationAXA Advisors, LLC$101-04-2016
Aaron Wayne SchulerPark Avenue Securities LLCAXA Advisors, LLC03-28-2017
Aaron William GriswoldJ.P. Morgan Securities LLCAXA Advisors, LLC10-10-2012
Abdulaziz Hisham DakhilKey Investment Services LLCAXA Advisors, LLC03-03-2016
Abed DarwishKey Investment Services LLCAXA Advisors, LLC12-06-2010
Abel MolinaLPL Financial LLCAXA Advisors, LLC10-09-2019
Abraham Paul Mansour Sr.LPL Financial LLCAXA Advisors, LLC$15001-07-2011
Acisclo F. FernandezJ.P. Morgan Securities LLCAXA Advisors, LLC03-09-2016
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Showing 1 to 25 of 2,910 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.