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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Andrew LindbergAmeriprise Financial Services, LLCFarmers Financial Solutions, LLC$1012-18-2009
Aaron BonnemaAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC09-06-2018
Aaron D. HendryAmeriprise Financial Services, LLCLPL Financial LLC07-18-2018
Aaron D. McPhersonAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC05-09-2014
Aaron Gregory CookAmeriprise Financial Services, LLCNewport Coast Securities, Inc.12-05-2013
Aaron J. BurlesonAmeriprise Financial Services, LLCSunTrust Investment Services, Inc.12-20-2012
Aaron J. MorgensternAmeriprise Financial Services, LLCJ.P. Morgan Securities LLC04-16-2018
Aaron Joseph VilfordiAmeriprise Financial Services, LLCUBS Financial Services Inc.11-16-2018
Aaron Justin GoreAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.$2502-07-2020
Aaron M WatkinsAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2018
Aaron Nathan WolsonAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$15002-17-2012
Aaron Phillip TellezAmeriprise Financial Services, LLCUBS Financial Services Inc.$1004-03-2009
Aaron Tsukasa TroupAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.05-01-2020
Abby Lyn PaslowskiAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation05-13-2014
Abby Renee HubbleAmeriprise Financial Services, LLCMorgan Stanley$1004-30-2015
Abe Nataniel AlanizAmeriprise Financial Services, LLCUSAA Financial Advisors, Inc.01-27-2020
Abigail Allison LinnAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC07-10-2017
Abigail Grace CrainAmeriprise Financial Services, LLCStrategic Advisers LLC08-04-2014
Abigail Hastings KerrAmeriprise Financial Services, LLCMetLife Securities Inc.$20012-13-2013
Abraham Edward WalshAmeriprise Financial Services, LLCEdward Jones$2508-09-2017
Abraham J. RobertsonAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC01-04-2013
Achilleas PsihudakisAmeriprise Financial Services, LLCB. Riley Wealth Management03-20-2020
Adam Brian CousinoAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2019
Adam Bruce AndersonAmeriprise Financial Services, LLCEdward Jones$15005-11-2018
Adam Christopher TheinAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC12-26-2014
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Showing 1 to 25 of 4,899 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.