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
Abel Fabian PirozkoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam M. FarberJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Adam R. PerezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-16-2010
Adrian F. SchulzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adrienne Elizabeth StephensJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adrienne Marie AlvarezU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-10-2011
Albert Charles SingleterryJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alejandra VeneziaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alex E. MinerosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alex Edgardo ChaconJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexander Gregory SanchezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alisa Darlene TorresJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alma C. EdralinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Amanda Dawn MorehouseJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ami Desai IbarraJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrei G. MaganaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew Patrick AxelsonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andy Junnwoei LiuJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angel U. Velasquez SiqueirosU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-31-2010
Anna AguirreJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anna HovakimyanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony E. McGeeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony RojoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aramis PerezUnionBanc Investment Services, LLCChase Investment Services Corp.04-02-2012
Armando Gonzalez Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 1 to 25 of 476 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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