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 Dale OskeyCambridge Investment Research, Inc.LPL Financial LLC02-01-2017
Aaron Jason RobinsonCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$2507-19-2010
Aaron Jussi ThomasCambridge Investment Research, Inc.WFG Investments, Inc.$5008-01-2017
Aaron Leigh WittenCambridge Investment Research, Inc.Legend Equities Corporation01-04-2016
Aaron Michael VincentCambridge Investment Research, Inc.Voya Financial Advisors, Inc.05-28-2020
Aaron S. HarveyCambridge Investment Research, Inc.Edward Jones$1010-01-2010
Aaron Walter NiecCambridge Investment Research, Inc.Payant Wealth Management Group$5008-05-2009
Abby Lynn CainCambridge Investment Research, Inc.ValMark Securities, Inc.02-29-2012
Adam Andrew CoteCambridge Investment Research, Inc.LPL Financial LLC02-16-2018
Adam August SmithCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$5003-02-2018
Adam Bashir GovaniCambridge Investment Research, Inc.Waddell & Reed08-14-2017
Adam Bingham UdyCambridge Investment Research, Inc.Tricor Advisory Services, LLC$2512-07-2015
Adam C. LudwigCambridge Investment Research, Inc.Investment Planners, Inc.08-16-2016
Adam D. ParksCambridge Investment Research, Inc.First Command Financial Planning, Inc.$2509-18-2015
Adam Edward BrayCambridge Investment Research, Inc.Prospera Financial Services, Inc.11-16-2015
Adam Frank CmejlaCambridge Investment Research, Inc.Waddell & Reed12-01-2011
Adam Gordon O HareCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$2508-27-2020
Adam Ilung KimCambridge Investment Research, Inc.Securities America, Inc.11-12-2013
Adam King SkumawitzCambridge Investment Research, Inc.Thrivent Investment Management Inc.12-03-2018
Adam Lake BethelCambridge Investment Research, Inc.National Planning Corporation01-27-2017
Adam Lee VilaCambridge Investment Research, Inc.Cambridge Investment Research, Inc.01-31-2020
Adam M. PhillipichCambridge Investment Research, Inc.AXA Advisors, LLC05-01-2020
Adam Matthew BonvenutoCambridge Investment Research, Inc.Nationwide Securities, LLC08-01-2019
Adam Michael TroyCambridge Investment Research, Inc.Ameriprise Financial Services, LLC05-22-2017
Adam Patrick LiquoriCambridge Investment Research, Inc.FSC Securities Corporation$1010-04-2019
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Showing 1 to 25 of 2,796 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.