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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron AdcockFirst Allied Securities, Inc.Chase Investment Services Corp.01-16-2012
Aaron Dale OskeyLPL Financial LLCChase Investment Services Corp.05-31-2011
Aaron Daniel ScheidTD Ameritrade Investment Management, LLCChase Investment Services Corp.02-09-2012
Aaron Michael LawryLPL Financial LLCChase Investment Services Corp.09-13-2012
Aaron Scott RheaumeThe Huntington Investment CompanyChase Investment Services Corp.07-24-2012
Aaron T OlsonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-12-2012
Aaron Tucker MyersCharles Schwab & Co., Inc.Chase Investment Services Corp.08-08-2011
Abraham A. MizrahiCapital One Investment Services LLCChase Investment Services Corp.07-23-2012
Abraham BarreraBBVA Compass Investment Solutions, Inc.Chase Investment Services Corp.01-03-2011
Adam B. MayfieldWells Fargo Clearing Services, LLCChase Investment Services Corp.03-30-2012
Adam D. RandallThe Huntington Investment CompanyChase Investment Services Corp.08-07-2012
Adam Jansen FowlerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-06-2011
Adam John ChilverThe Huntington Investment CompanyChase Investment Services Corp.10-20-2011
Adam P. SmithFifth Third Securities, Inc.Chase Investment Services Corp.05-18-2010
Adam Patrick LeapleyMorgan StanleyChase Investment Services Corp.$15001-14-2011
Adam R. PerezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-16-2010
Adam R. SlosarFifth Third Securities, Inc.Chase Investment Services Corp.08-01-2011
Adam Wayne PowellTD Ameritrade, Inc.Chase Investment Services Corp.$5007-01-2010
Adaryl Kerrari DavisTD Ameritrade Investment Management, LLCChase Investment Services Corp.03-21-2012
Adrienne LeeWells Fargo Clearing Services, LLCChase Investment Services Corp.$2502-27-2009
Adrienne Marie AlvarezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-13-2011
Agustin HernandezLPL Financial LLCChase Investment Services Corp.$5004-01-2011
Ahmet Ali KamilPNC InvestmentsChase Investment Services Corp.07-19-2010
Aj Paul WaliaFidelity Brokerage Services LLCChase Investment Services Corp.09-07-2010
Alan Dean NickersonThrivent Investment Management Inc.Chase Investment Services Corp.11-02-2010
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Showing 1 to 25 of 1,644 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.