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 Michael KnollInternational Assets Advisory, LLCFirst Brokerage America, LLC07-27-2012
Abraham Joseph MargolisInternational Assets Advisory, LLCWestminster Financial Securities, Inc.$2507-14-2010
Adam J. TrigliaInternational Assets Advisory, LLCCapital Guardian, LLC02-09-2016
Adam P. BellInternational Assets Advisory, LLCWFG Investments, Inc.$2006-09-2017
Aileen EppigInternational Assets Advisory, LLCStifel, Nicolaus & Company, Incorporated$10003-30-2016
Alejandro MartinezInternational Assets Advisory, LLCLPL Financial LLC$2512-06-2017
Andrew KaneInternational Assets Advisory, LLCMutual Securities, Inc.$10010-16-2015
Andrew Van BlackwellInternational Assets Advisory, LLCSanctuary Securities, Inc.$2502-27-2019
Anthony J. GarciaInternational Assets Advisory, LLCMutual Securities, Inc.$20010-16-2015
Anthony Ryan MorrisInternational Assets Advisory, LLCLincoln Investment$1108-25-2020
Anthony Stephen GaborInternational Assets Advisory, LLCEmerson Equity LLC01-08-2020
Billal AdamInternational Assets Advisory, LLCMorgan Stanley06-21-2018
Bradley Merritt EpsteinInternational Assets Advisory, LLCCetera Advisors LLC06-01-2016
Brandon Reed BarileInternational Assets Advisory, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-06-2012
Brent William BurgesserInternational Assets Advisory, LLCLPL Financial LLC$2511-13-2015
Brian Arthur TaylorInternational Assets Advisory, LLCAnderson & Strudwick, Incorporated08-12-2011
Brian Matthew GrecoInternational Assets Advisory, LLCRaymond James & Associates, Inc.07-16-2019
Bryan Christopher LightseyInternational Assets Advisory, LLCAXA Advisors, LLC03-01-2016
Carlos Benavidez Jr.International Assets Advisory, LLCWaddell & Reed03-20-2015
Carnell MooreInternational Assets Advisory, LLCLPL Financial LLC$5002-02-2015
Cecil Allen RossInternational Assets Advisory, LLCLPL Financial LLC12-13-2019
Cesar Emilio OlivaresInternational Assets Advisory, LLCLPL Financial LLC$10012-03-2019
Chandis D. Ferguson IIInternational Assets Advisory, LLCSunbelt Securities, Inc.$5002-16-2016
Charles Whitlock KunzelmanInternational Assets Advisory, LLCRaymond James Financial Services Advisors, Inc07-29-2009
Christopher Robin EkinsInternational Assets Advisory, LLCAnderson & Strudwick, Incorporated$2510-19-2011
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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.