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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron B. AtwoodJ.P. Morgan Securities LLCFidelity Brokerage Services LLC06-04-2014
Aaron Daniel FuerstJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron Delos HydeJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Aaron J HaackJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron J. GoldmanJ.P. Morgan Securities LLCTD Ameritrade, Inc.12-14-2017
Aaron Joseph LampertJ.P. Morgan Securities LLCSecurities America, Inc.11-07-2017
Aaron Louis GutierrezJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron M. UnderwoodJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron Roth LewisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron W BrewerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Abdul Saboor FeroghJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2018
Abel Fabian PirozkoJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Abel Isai MembrenoJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.06-17-2016
Abhishek VakilJ.P. Morgan Securities LLCCsfbdirect, Inc.03-26-2015
Abimael ZavalaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-06-2013
Abraham David GoldsteinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Abraham Harold GlassJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2018
Abraham Jay SalinasJ.P. Morgan Securities LLCThe Huntington Investment Company04-11-2019
Abram Keith GorsuchJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Acisclo F. FernandezJ.P. Morgan Securities LLCAXA Advisors, LLC03-09-2016
Adam C. FaustJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Adam D'AndreaJ.P. Morgan Securities LLCCitigroup Global Markets Inc.$2507-16-2015
Adam Darrin SchwartzJ.P. Morgan Securities LLCBB&T Investment Services, Inc.10-26-2012
Adam F. BryantJ.P. Morgan Securities LLCEdward Jones09-06-2016
Adam F. SkotnickiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 1 to 25 of 3,627 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.

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