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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Alphonse DelsignoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$5010-05-2012
Aaron Craig GellerUSCA Securities LLCUBS Financial Services Inc.05-27-2014
Aaron D SanorMorgan StanleyUBS Financial Services Inc.09-30-2009
Aaron E MechlingMorgan Stanley & Co. LLCUBS Financial Services Inc.04-01-2009
Aaron Elton HallJ.P. Morgan Securities LLCUBS Financial Services Inc.07-17-2019
Aaron H. FiskeB. Riley Wealth ManagementUBS Financial Services Inc.08-30-2017
Aaron Jason SotakMorgan StanleyUBS Financial Services Inc.$5006-17-2010
Aaron Joseph VilfordiAmeriprise Financial Services, LLCUBS Financial Services Inc.11-16-2018
Aaron Joshua Stiller ArgabrightFidelity Brokerage Services LLCUBS Financial Services Inc.$106-16-2009
Aaron Michael ByrkitBland Garvey Wealth Advisors, LLCUBS Financial Services Inc.03-16-2015
Aaron Paul KingstonRBC Capital Markets, LLCUBS Financial Services Inc.09-13-2019
Aaron Phillip TellezAmeriprise Financial Services, LLCUBS Financial Services Inc.$1004-03-2009
Aaron W BrewerChase Investment Services Corp.UBS Financial Services Inc.10-19-2009
Aaron WhiteMorgan Stanley & Co. LLCUBS Financial Services Inc.05-01-2009
Abe PomerancWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-14-2019
Abigail Lynn SmithMorgan StanleyUBS Financial Services Inc.02-10-2011
Abraham ChehebarMorgan StanleyUBS Financial Services Inc.03-31-2016
Abraham MaghsoudiWells Fargo Clearing Services, LLCUBS Financial Services Inc.$15007-26-2019
Adam Bingham UdyTricor Financial, LLCUBS Financial Services Inc.$2501-07-2011
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Adam Burke ReedPNC InvestmentsUBS Financial Services Inc.04-04-2016
Adam Christopher BrownRaymond James Financial Services, Inc.UBS Financial Services Inc.$15006-03-2020
Adam Christopher VilfordiAmeriprise Financial Services, LLCUBS Financial Services Inc.11-16-2018
Adam D. PiattMorgan StanleyUBS Financial Services Inc.$1004-29-2015
Adam David ProgerRaymond James & Associates, Inc.UBS Financial Services Inc.09-03-2019
Next Page »

Showing 1 to 25 of 5,141 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.