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 Clifton FryFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC01-22-2013
Aaron Darrell SalcidoFidelity Brokerage Services LLCPFS Investments Inc.11-11-2019
Aaron Jacob FritzFidelity Brokerage Services LLCAmeriprise Financial Services, LLC04-16-2014
Aaron Joshua Stiller ArgabrightFidelity Brokerage Services LLCUBS Financial Services Inc.$106-16-2009
Aaron Kelli OwensFidelity Brokerage Services LLCEdward Jones09-29-2015
Aaron M MeadowFidelity Brokerage Services LLCEdward Jones05-06-2019
Aaron Matthew IveyFidelity Brokerage Services LLCScottrade, Inc.04-25-2018
Aaron Robert McLachlanFidelity Brokerage Services LLCCharles Schwab & Co., Inc.04-02-2015
Aaron S. Correll Jr.Fidelity Brokerage Services LLCJ.P. Morgan Securities LLC06-11-2018
Aaron Travis Eugene HeadleyFidelity Brokerage Services LLCVanguard Marketing Corporation03-03-2015
Aaron William GriswoldFidelity Brokerage Services LLCJ.P. Morgan Securities LLC09-25-2018
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Adam Beckett KlopfensteinFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-05-2019
Adam Charles PaulsonFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15005-29-2012
Adam Christian JensenFidelity Brokerage Services LLCAXA Advisors, LLC12-18-2017
Adam Christopher MackenzieFidelity Brokerage Services LLCTD Ameritrade, Inc.$5007-17-2019
Adam Glancy RitterFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC06-10-2016
Adam J SchwartzFidelity Brokerage Services LLCE*TRADE Securities LLC06-30-2020
Adam J. SpencerFidelity Brokerage Services LLCWaddell & Reed10-16-2013
Adam Matthew AltmanFidelity Brokerage Services LLCAXA Advisors, LLC07-12-2010
Adam Michael CafarellaFidelity Brokerage Services LLCStifel, Nicolaus & Company, Incorporated01-23-2015
Adam Michael MattsonFidelity Brokerage Services LLCRichard Brothers Securities04-10-2017
Adam P. DengelFidelity Brokerage Services LLCPNC Investments08-27-2012
Adam Thomas HibbsFidelity Brokerage Services LLCRoyal Alliance Associates, Inc.09-20-2017
Addison Stanley DobbsFidelity Brokerage Services LLCJ.P. Morgan Institutional Investments Inc.04-04-2014
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Showing 1 to 25 of 2,037 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.