Advisers on the Move TEST

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abraham BittonJ.P. Morgan Securities LLCMorgan Stanley03-26-2018
Adam CatalfomoJ.P. Morgan Securities LLCMorgan Stanley04-10-2017
Adam Joseph GillamJ.P. Morgan Securities LLCMorgan Stanley03-17-2010
Adam Michael RunyanJ.P. Morgan Securities LLCMorgan Stanley$5010-13-2017
Adam Wade HewettJ.P. Morgan Securities LLCMorgan Stanley$2508-10-2018
Adrian David HegartyJ.P. Morgan Securities LLCMorgan Stanley04-10-2017
Albert Edward Faber IIIJ.P. Morgan Securities LLCMorgan Stanley$2510-02-2015
Aldi TafaniJ.P. Morgan Securities LLCMorgan Stanley11-23-2016
Alejandro Javier RodriguezJ.P. Morgan Securities LLCMorgan Stanley06-01-2018
Alexa R GrunfeldJ.P. Morgan Securities LLCMorgan Stanley12-02-2017
Alexa XitasJ.P. Morgan Securities LLCMorgan Stanley10-05-2018
Ali Nick SadaghianiJ.P. Morgan Securities LLCMorgan Stanley05-27-2010
Allan Troy ArgosinoJ.P. Morgan Securities LLCMorgan Stanley01-20-2010
Alyssa W NorceJ.P. Morgan Securities LLCMorgan Stanley01-10-2018
Amanda Celia RheeJ.P. Morgan Securities LLCMorgan Stanley09-30-2014
Ana M RamirezJ.P. Morgan Securities LLCMorgan Stanley08-18-2017
Angel Eduardo MatosJ.P. Morgan Securities LLCMorgan Stanley09-08-2015
Angela H EspositoJ.P. Morgan Securities LLCMorgan Stanley09-09-2014
Angelina Marie FuntanillaJ.P. Morgan Securities LLCMorgan Stanley$15003-18-2011
Anne Elizabeth LongmireJ.P. Morgan Securities LLCMorgan Stanley06-25-2014
Anthony Alexander GrantJ.P. Morgan Securities LLCMorgan Stanley$1005-28-2013
Anthony Goodwin SchiffJ.P. Morgan Securities LLCMorgan Stanley02-24-2012
Anthony Joseph EnsalacoJ.P. Morgan Securities LLCMorgan Stanley02-22-2019
Anthony Paul BardaroJ.P. Morgan Securities LLCMorgan Stanley01-14-2011
Antoinette Fiona Kenmuir-EvansJ.P. Morgan Securities LLCMorgan Stanley$2502-15-2013
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Showing 1 to 25 of 390 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.