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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron J. RigdonCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Aaron K. KoykkariEdward JonesCetera Investment Services LLC12-19-2016
Aaron W. QuinnEdward JonesCetera Investment Services LLC10-28-2016
Adam Matthew KearnsLPL Financial LLCCetera Investment Services LLC01-04-2018
Adam Pierce KellySecurian Financial Services, Inc.Cetera Investment Services LLC09-02-2016
Adriane Marie SasakiCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Aishana Aninda SamarasenaUnionBanc Investment Services, LLCCetera Investment Services LLC04-10-2013
Alan Dick WilburCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Alan Lee SwinglerCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Alex Michael KneppLPL Financial LLCCetera Investment Services LLC10-06-2009
Alexander ArrietaWells Fargo Clearing Services, LLCCetera Investment Services LLC05-30-2019
Alfonso Avila Jr.Cetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Alfonso Roberto TangherliniCitigroup Global Markets Inc.Cetera Investment Services LLC05-06-2019
Alfredo Garza IIIRaymond James Financial Services, Inc.Cetera Investment Services LLC11-11-2015
Allen Brent WagnerArvest Wealth ManagementCetera Investment Services LLC05-05-2016
Allison Barnard MontgomeryLPL Financial LLCCetera Investment Services LLC$2511-05-2013
Amy Jo ShelbyCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Andrew A. MegiaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC09-10-2018
Andrew Craig GuinnWells Fargo Clearing Services, LLCCetera Investment Services LLC03-29-2018
Andrew David LangEdward JonesCetera Investment Services LLC09-07-2018
Andrew David SchmitmeyerLPL Financial LLCCetera Investment Services LLC$10012-07-2017
Andrew Gerard StarostaLPL Financial LLCCetera Investment Services LLC10-17-2011
Andrew Glenn AdamsArvest Wealth ManagementCetera Investment Services LLC12-19-2018
Andrew Karstad HenricksonCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Andrew Robert CoveEdward JonesCetera Investment Services LLC$5009-29-2017
Next Page »

Showing 1 to 25 of 566 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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