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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aamina Nadeem DaudpotaCharles Schwab & Co., Inc.Morgan Stanley06-08-2018
Aaron Benjamin SafierMetLife Securities Inc.Morgan Stanley11-30-2011
Aaron BrasfieldHighTower Securities, LLCMorgan Stanley01-20-2012
Aaron Christopher AugustisProspera Financial Services, Inc.Morgan Stanley06-13-2014
Aaron D SanorWells Fargo Clearing Services, LLCMorgan Stanley06-21-2019
Aaron Derell HudsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-01-2019
Aaron E MechlingKMG Fiduciary Partners, LLCMorgan Stanley$1,00009-21-2018
Aaron Jonathan DykasWells Fargo Clearing Services, LLCMorgan Stanley05-18-2011
Aaron Jordan FreedmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-29-2012
Aaron Joseph SiskMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-10-2010
Aaron Joseph TillWells Fargo Clearing Services, LLCMorgan Stanley05-10-2016
Aaron Joshua CirksenaSummit Brokerage Services, Inc.Morgan Stanley08-07-2015
Aaron L. SeversonWells Fargo Clearing Services, LLCMorgan Stanley$10002-11-2014
Aaron Mcmichael BriggsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-28-2014
Aaron Michael GabrielianMFP StrategiesMorgan Stanley$1011-27-2012
Aaron MitraniOppenheimer & Co. Inc.Morgan Stanley02-27-2012
Aaron Paul KingstonUBS Financial Services Inc.Morgan Stanley06-19-2009
Aaron Ray UnderwoodScottrade, Inc.Morgan Stanley03-02-2017
Aaron Robert HagwoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5005-01-2015
Aaron Robert ParthemerWells Fargo Clearing Services, LLCMorgan Stanley$10010-21-2011
Aaron S. HareCharles Schwab & Co., Inc.Morgan Stanley08-27-2009
Aaron W PetersanRaymond James Financial Services, Inc.Morgan Stanley11-07-2019
Aaron W. HollisterWaddell & ReedMorgan Stanley06-23-2014
Abbey AjayiWells Fargo Advisors Financial Network, LLCMorgan Stanley02-16-2011
Abby Renee HubbleAmeriprise Financial Services, LLCMorgan Stanley$1004-30-2015
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Showing 1 to 25 of 11,236 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.