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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Daniel ScheidSignature Resources Capital Management, LLCSignator Investors, Inc.07-31-2013
Aaron James VerbruggeNYLIFE Securities LLCSignator Investors, Inc.12-22-2016
Aaron KleinMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aaron Michael CheesmanLincoln InvestmentSignator Investors, Inc.$1003-11-2016
Aaron Michael KatylPruco Securities, LLC.Signator Investors, Inc.06-13-2016
Adalberto PerazaChase Investment Services Corp.Signator Investors, Inc.12-28-2009
Adam Anthony VegaGirard Securities, Inc.Signator Investors, Inc.01-10-2014
Adam Blake TylerFifth Third Securities, Inc.Signator Investors, Inc.05-11-2010
Adam Dale BrownDawson James Securities, Inc.Signator Investors, Inc.$5006-02-2014
Adam David PaoliHornor, Townsend & Kent, LLCSignator Investors, Inc.07-01-2009
Adam Jay RudikoffAmeriprise Financial Services, LLCSignator Investors, Inc.$1009-06-2016
Adam Ross KlickFisher InvestmentsSignator Investors, Inc.01-09-2018
Adriano Eagan BatistaRoyal Alliance Associates, Inc.Signator Investors, Inc.04-23-2012
Akhtar Zan SattarLincoln InvestmentSignator Investors, Inc.03-11-2016
Alan David KatzProEquities, Inc.Signator Investors, Inc.10-08-2018
Alan Henry TasseySecurian Financial Services, Inc.Signator Investors, Inc.$1006-14-2017
Alan Howard FrymanLPL Financial LLCSignator Investors, Inc.05-31-2011
Alan Rae Simpson Jr.Colville Wealth Advisory, LLCSignator Investors, Inc.01-02-2018
Albert SadanagaPark Avenue Securities LLCSignator Investors, Inc.05-11-2010
Alden John RayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.02-10-2015
Alexander P. PetsisAnthony Petsis & Associates Inc.Signator Investors, Inc.11-05-2018
Alfred V Biggio Jr.Cetera Advisor Networks LLCSignator Investors, Inc.10-31-2013
Allen Peter KurkoParkland Securities, LLCSignator Investors, Inc.$2502-19-2010
Allen S. KomoriCambridge Investment Research, Inc.Signator Investors, Inc.04-17-2018
Alma C. SternLincoln Financial Advisors CorporationSignator Investors, Inc.08-28-2015
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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.