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
Aaron J HaackJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam F. SkotnickiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam Todd SchoenwaldJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adoracion MedinaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alan Christian FeutzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alex J. GuttoschJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexander Lee JonesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Allen Kee ChanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aminadab LugoJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Andrew Alesthunder MiarkaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew C. KolenoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew J. ObrienJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Andrew J. WeilandJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew Wilson StevensonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anita Agnes RamachandranJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony Edward HydeJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony J. PeccatielloNorthern Trust Securities, Inc.Chase Investment Services Corp.06-07-2012
Anthony J. WestJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony Stephen JovanovichWintrust Investments LLCChase Investment Services Corp.06-01-2012
Arthur Victor Henderson Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aruna SriramJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ayodeji Taiwo DairoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Barry Alan KrumwiedeJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Belinda RosenbergerJ.P. Morgan Securities LLCChase Investment Services Corp.$1010-01-2012
Benedith MejiaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 1 to 25 of 241 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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