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
Poonam Amish TrivediJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kenneth L. ScottJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Mark SzulcJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ryan Scott StonerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Miguel Fortino Francisco HernandezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aruna SriramJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Benedith MejiaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Olivia GodoyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam F. SkotnickiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ronald W. BreierJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Kristin Leah RobertsonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Gustavo MagallanesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ayodeji Taiwo DairoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
John D. Goblet Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Daniel J. RapaczJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Daniel M. KraseJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Raminta DillJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brian Joseph QuinnJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Michael John ProsenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Natasa SabicJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam Todd SchoenwaldJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew C. KolenoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
May A. KhamoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Matthew R. FosterJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Tatiana Romanovna LabutinaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 101 to 125 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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