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 Alan SimoneIndependent Financial Group, LLCWells Fargo Clearing Services, LLC$2509-03-2010
Aaron B SmithCardinal FinancialWells Fargo Clearing Services, LLC09-17-2013
Aaron BonnemaAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC09-06-2018
Aaron Christian EllingsenUBS Financial Services Inc.Wells Fargo Clearing Services, LLC03-16-2012
Aaron Christopher PrinceVanguard Marketing CorporationWells Fargo Clearing Services, LLC07-20-2018
Aaron D. HendryLPL Financial LLCWells Fargo Clearing Services, LLC01-30-2017
Aaron Dale ChamberlinStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10007-28-2009
Aaron Del BrownPartnervest Advisory Services LLCWells Fargo Clearing Services, LLC10-15-2018
Aaron Demetrius PolkJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC11-14-2016
Aaron Edwards BrandtEdward JonesWells Fargo Clearing Services, LLC10-22-2012
Aaron Elsworth TownsOppenheimer & Co. Inc.Wells Fargo Clearing Services, LLC$5003-20-2009
Aaron J. MalardinoUnionBanc Investment Services, LLCWells Fargo Clearing Services, LLC12-21-2016
Aaron Jack SimonCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5004-21-2017
Aaron Jonathan DykasMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$22703-08-2017
Aaron Joseph CrowleyRBC Capital Markets, LLCWells Fargo Clearing Services, LLC10-07-2011
Aaron K. RainwaterLPL Financial LLCWells Fargo Clearing Services, LLC$2512-07-2018
Aaron Leslie SapersteinMorgan StanleyWells Fargo Clearing Services, LLC$10003-28-2014
Aaron Linn ReddingLincoln Financial Securities CorporationWells Fargo Clearing Services, LLC09-17-2010
Aaron Michael CoppleE*TRADE Securities LLCWells Fargo Clearing Services, LLC01-09-2012
Aaron Michael GallowayRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-21-2017
Aaron Michael JohnsonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-19-2019
Aaron Michael MccubbinRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-28-2017
Aaron Nathan WolsonAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$15002-17-2012
Aaron Paul KarasLincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC09-30-2015
Aaron Reid FosburgJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-04-2013
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Showing 1 to 25 of 10,422 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.