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
Adalberto PerazaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-19-2013
Adam Ross LevyWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$5006-30-2017
Alain Richard GardnerWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$1109-14-2018
Alberto SuarezWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-11-2015
Alcides H. Gonzalez VillatoroWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-19-2018
Alejandro BarriosWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-08-2019
Alejandro VallejoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-15-2015
Alex GarciaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC09-29-2014
Alex W. HelmsWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-09-2019
Alexander Agostino AielloWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$5010-02-2015
Alexander Armand ArvizuWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$5008-15-2016
Alexander Daniel BenassiWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-16-2015
Alexander E. NewmanWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC06-23-2017
Ali Nick SadaghianiWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$5006-07-2017
Amela RakovacWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC06-11-2018
Amir AlishahiWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-28-2017
Amon Albert AllahyariWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-17-2014
Ana Cristina GomezWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-31-2017
Andre Clyde SandersWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC01-20-2016
Andre Philip BouchardWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC09-29-2017
Andrea E. Gilbert-FarmerWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC08-18-2016
Andrea Lynne FrezzaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-04-2015
Andrew James SchoenikeWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$2503-31-2015
Andrew L. CamdenWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$10009-16-2015
Andrew Paul KousourosWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-03-2017
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Showing 1 to 25 of 335 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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