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
Aaron Christopher MesarosAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.10-05-2011
Abel Isai MembrenoJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.06-17-2016
Adam Jansen FowlerWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-17-2019
Alan Scott SternbergJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.$15003-11-2013
Albin J DalekiRBC Capital Markets, LLCU.S. Bancorp Investments, Inc.$15008-17-2018
Alex Ryan MaicksWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.10-11-2016
Ali Mohaghegh BankiCity National Securities, Inc.U.S. Bancorp Investments, Inc.09-06-2017
Allan Keith WalzLPL Financial LLCU.S. Bancorp Investments, Inc.$2502-06-2012
Amy Brooke ParontoWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.05-30-2014
Anastacio Gamino Jr.Wintrust Investments LLCU.S. Bancorp Investments, Inc.$5008-18-2017
Andranik MazmanianJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.08-01-2013
Andrew Jules ChabotLPL Financial LLCU.S. Bancorp Investments, Inc.12-14-2010
Andrew Lyon Lees IIIWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10002-26-2010
Aron Cordell MartzCetera Advisor Networks LLCU.S. Bancorp Investments, Inc.$10005-10-2019
Arturo Aray Benin Jr.Woodbury Financial Services, Inc.U.S. Bancorp Investments, Inc.07-02-2009
Ashley Marie AmstadtBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.12-19-2017
Benjamin Nephi JensenEdward JonesU.S. Bancorp Investments, Inc.$1005-22-2015
Bethany Dawn ConradFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.08-30-2016
Bobby E Crouch IIIWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.11-09-2018
Bradley Peter LonguevilleWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2509-22-2015
Bradly Kent WilfongWells Fargo Advisors Financial Network, LLCU.S. Bancorp Investments, Inc.09-05-2013
Brent A. CaswellCommonwealth Financial NetworkU.S. Bancorp Investments, Inc.07-24-2015
Brian A. PowellPNC InvestmentsU.S. Bancorp Investments, Inc.$2503-18-2014
Brian Guy PalmquistWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10402-10-2017
Brian Josef KleinertzPNC InvestmentsU.S. Bancorp Investments, Inc.05-17-2010
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Showing 1 to 25 of 293 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.


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