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.

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 D. HendryAmeriprise Financial Services, Inc.LPL Financial LLC07-18-2018
Aaron Daniel KuraschAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Aaron Gregory CookAmeriprise Financial Services, Inc.Newport Coast Securities, Inc.12-05-2013
Aaron J. MorgensternAmeriprise Financial Services, Inc.J.P. Morgan Securities LLC04-16-2018
Aaron Joseph VilfordiAmeriprise Financial Services, Inc.UBS Financial Services Inc.11-16-2018
Aaron M WatkinsAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2018
Aaron Nathan WolsonAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$15002-17-2012
Aaron WolsonAmeriprise Financial Services, Inc.Wells Fargo Advisors$5202-17-2012
Abby Lyn PaslowskiAmeriprise Financial Services, Inc.Lincoln Financial Advisors Corporation05-13-2014
Abigail Allison LinnAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-10-2017
Abigail Grace CrainAmeriprise Financial Services, Inc.Fidelity Brokerage Services LLC08-04-2014
Abraham Edward WalshAmeriprise Financial Services, Inc.Edward Jones$2508-09-2017
Adam Brian CousinoAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2019
Adam Bruce AndersonAmeriprise Financial Services, Inc.Edward Jones$15005-11-2018
Adam Christopher VilfordiAmeriprise Financial Services, Inc.UBS Financial Services Inc.11-16-2018
Adam DavidsonAmeriprise Financial Services, Inc.HD Vest Investment Services05-22-2015
Adam GoddardAmeriprise Financial Services, Inc.Morgan Stanley$10006-26-2015
Adam Jay RudikoffAmeriprise Financial Services, Inc.Signator Investors, Inc.$1009-06-2016
Adam John JurewiczAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1007-09-2013
Adam Jon PfaffAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2012
Adam Michael YekinAmeriprise Financial Services, Inc.Edward Jones11-10-2017
Adam Perry GemmerAmeriprise Financial Services, Inc.AXA Advisors, LLC02-01-2018
Adam Tyler CostarellaAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.11-26-2018
Aditya Kumar SaraogiAmeriprise Financial Services, Inc.JHS Capital Advisors, LLC08-14-2015
Adrienne Elizabeth RowlesAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.04-21-2017
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Showing 1 to 25 of 3,292 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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