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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kellen LienJ.P. Morgan Securities LLC1st Global Capital Corp.06-02-2016
Todd Edwards StewartJ.P. Morgan Securities LLCAccountants Investment Advisory Services, LLC$1007-12-2013
Krista Ashley McConnellJ.P. Morgan Securities LLCADP Broker-Dealer, Inc.05-24-2019
Peter Page Federer IIJ.P. Morgan Securities LLCAdvanced Equities, Inc.07-26-2010
Michael Sauve KouryJ.P. Morgan Securities LLCAdvisors Asset Management, Inc.04-19-2016
Nicholas ParkJ.P. Morgan Securities LLCAegis Capital Corp.02-08-2019
Panagiotis Panayiotis ErmogenousJ.P. Morgan Securities LLCAegis Capital Corp.03-11-2016
Kevin Robert StammJ.P. Morgan Securities LLCAegis Capital Corp.06-17-2013
Anthony Joseph Zizzamia Jr.J.P. Morgan Securities LLCAK Capital LLC09-13-2013
Gary Lynn WattsJ.P. Morgan Securities LLCAlamo Capital08-19-2016
Antoine Elias KaroutJ.P. Morgan Securities LLCAlexander Capital, L.P.05-04-2015
Christopher David SheetsJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Forrest R. GreenJ.P. Morgan Securities LLCAllianceBernstein L.P.09-07-2018
Brett Adam LangbertJ.P. Morgan Securities LLCAllianceBernstein L.P.08-07-2018
Henry Keith SnyderJ.P. Morgan Securities LLCAllianceBernstein L.P.01-05-2018
Vincent Raul LawlerJ.P. Morgan Securities LLCAllianceBernstein L.P.06-27-2017
Christopher John RezekJ.P. Morgan Securities LLCAllianceBernstein L.P.06-09-2017
Michael Brandon BinnickerJ.P. Morgan Securities LLCAllianceBernstein L.P.03-16-2015
David Bailey IzardJ.P. Morgan Securities LLCAllianceBernstein L.P.03-13-2015
Naftoli HorowitzJ.P. Morgan Securities LLCAllianceBernstein L.P.02-04-2015
Peter Alexander LazorJ.P. Morgan Securities LLCAllianceBernstein L.P.$5007-26-2013
Nathan Gerrell ChapmanJ.P. Morgan Securities LLCAllianceBernstein L.P.04-03-2013
Madelyn Robin MillerJ.P. Morgan Securities LLCAllianceBernstein L.P.09-10-2012
Todd R. RichmanJ.P. Morgan Securities LLCAllianceBernstein L.P.01-23-2012
Wade CanterJ.P. Morgan Securities LLCAllianceBernstein L.P.07-28-2011
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Showing 1 to 25 of 4,760 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.