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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Joseph Zizzamia Jr.J.P. Morgan Securities LLCA.K. Capital, LLC09-13-2013
Todd Edwards StewartJ.P. Morgan Securities LLCAccountants Investment Advisory Services, LLC$1007-12-2013
Kevin Robert StammJ.P. Morgan Securities LLCAegis Capital Corp.06-17-2013
Antoine Elias KaroutJ.P. Morgan Securities LLCAlexander Capital, L.P.05-04-2015
David Bailey IzardJ.P. Morgan Securities LLCAllianceBernstein L.P.03-13-2015
Naftoli HorowitzJ.P. Morgan Securities LLCAllianceBernstein L.P.02-04-2015
Madelyn Robin MillerJ.P. Morgan Securities LLCAllianceBernstein L.P.09-10-2012
Teresa Morris FisherJ.P. Morgan Securities LLCAllianceBernstein L.P.08-16-2012
Todd R. RichmanJ.P. Morgan Securities LLCAllianceBernstein L.P.01-23-2012
Marcus Foster KlineJ.P. Morgan Securities LLCAllianceBernstein L.P.03-28-2011
Scott W. ZemachsonJ.P. Morgan Securities LLCAllianceBernstein L.P.03-28-2011
Wenji ZouJ.P. Morgan Securities LLCAllied Millennial Partners, LLC03-07-2016
Timothy James RabbittJ.P. Morgan Securities LLCAllstate Financial Services, LLC04-11-2019
Kevin Timothy HitzJ.P. Morgan Securities LLCAllstate Financial Services, LLC06-18-2013
Tigran AreshianJ.P. Morgan Securities LLCAmerican Financial Network Advisory Services, LLC12-18-2018
Austin A. LaneJ.P. Morgan Securities LLCAmerican Funds Distributors, Inc.06-20-2017
Robert John RossettiJ.P. Morgan Securities LLCAmerican Portfolios Financial Services, Inc.05-03-2016
Jamie Lynn SkaggsJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.02-04-2019
Joshua Robert BeckJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.12-14-2018
Jason Brice MeekJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.$2509-24-2018
David Brian WinterJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.09-08-2017
Joshua Michael PerkinsJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.05-18-2017
Isaac LlerasJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-24-2017
Noah Ray HughesJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-21-2017
Megan B FrostJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.08-19-2016
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Showing 1 to 25 of 3,631 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.


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