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Advisers on the Move - InvestmentNews

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron D SanorWells Fargo Clearing Services, LLCMorgan Stanley06-21-2019
Aaron Jonathan DykasWells Fargo Clearing Services, LLCMorgan Stanley05-18-2011
Aaron Joseph TillWells Fargo Clearing Services, LLCMorgan Stanley05-10-2016
Aaron L. SeversonWells Fargo Clearing Services, LLCMorgan Stanley$10002-11-2014
Aaron Robert ParthemerWells Fargo Clearing Services, LLCMorgan Stanley$10010-21-2011
Abraham Victor YudinWells Fargo Clearing Services, LLCMorgan Stanley$15007-10-2009
Adam HechtWells Fargo Clearing Services, LLCMorgan Stanley01-05-2011
Adam Michael SorokoWells Fargo Clearing Services, LLCMorgan Stanley05-18-2018
Addie ChanWells Fargo Clearing Services, LLCMorgan Stanley09-20-2013
Adena Maureen SmithWells Fargo Clearing Services, LLCMorgan Stanley$10002-15-2013
Adrienne A RadakovicWells Fargo Clearing Services, LLCMorgan Stanley02-22-2013
Ajay H MurthyWells Fargo Clearing Services, LLCMorgan Stanley$2505-14-2015
Alain Maurice ConnellyWells Fargo Clearing Services, LLCMorgan Stanley$15007-06-2012
Alan Anthony DemattiaWells Fargo Clearing Services, LLCMorgan Stanley$15001-30-2015
Alan Bruce CantorWells Fargo Clearing Services, LLCMorgan Stanley$2504-04-2013
Alan Emmet MethenyWells Fargo Clearing Services, LLCMorgan Stanley$15005-18-2012
Alan Emory HallWells Fargo Clearing Services, LLCMorgan Stanley$1002-11-2013
Alan FishmanWells Fargo Clearing Services, LLCMorgan Stanley$2501-16-2015
Alan Gregory ShapiroWells Fargo Clearing Services, LLCMorgan Stanley$10003-27-2015
Alan J YakuboffWells Fargo Clearing Services, LLCMorgan Stanley$5003-19-2010
Alan Jay GlickWells Fargo Clearing Services, LLCMorgan Stanley$5005-27-2014
Alan Jay OrkinWells Fargo Clearing Services, LLCMorgan Stanley$10009-30-2011
Alan Mark BarachWells Fargo Clearing Services, LLCMorgan Stanley$15005-10-2013
Alan Matthew FertelWells Fargo Clearing Services, LLCMorgan Stanley08-27-2010
Alan Stuart WeintraubWells Fargo Clearing Services, LLCMorgan Stanley08-26-2015
Next Page »

Showing 1 to 25 of 1,660 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.