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
Acisclo F. FernandezJ.P. Morgan Securities LLCAXA Advisors, LLC03-09-2016
Andrew Peter GallagherJ.P. Morgan Securities LLCAXA Advisors, LLC01-14-2016
Andrew William SuraceJ.P. Morgan Securities LLCAXA Advisors, LLC05-23-2018
Anthony Michael ReboliniJ.P. Morgan Securities LLCAXA Advisors, LLC12-12-2018
Armand ArteagaJ.P. Morgan Securities LLCAXA Advisors, LLC11-03-2017
Benjamin Javier RuizJ.P. Morgan Securities LLCAXA Advisors, LLC07-24-2017
Bethany Louise BurgessJ.P. Morgan Securities LLCAXA Advisors, LLC07-10-2018
Bobby Louis Pennington IIIJ.P. Morgan Securities LLCAXA Advisors, LLC06-05-2019
Bradley Aaron CostiloeJ.P. Morgan Securities LLCAXA Advisors, LLC04-09-2019
Bruce IaconoJ.P. Morgan Securities LLCAXA Advisors, LLC05-15-2018
Christopher J SoliverJ.P. Morgan Securities LLCAXA Advisors, LLC07-26-2016
Christopher Stephen Devlin Jr.J.P. Morgan Securities LLCAXA Advisors, LLC07-02-2019
Colby Marshall HuntJ.P. Morgan Securities LLCAXA Advisors, LLC05-05-2017
Daniel AsoreyJ.P. Morgan Securities LLCAXA Advisors, LLC$2501-15-2014
Darwin Levi JuarezJ.P. Morgan Securities LLCAXA Advisors, LLC06-03-2014
Elchin Akram BagirovJ.P. Morgan Securities LLCAXA Advisors, LLC07-09-2013
Farhad S. BadiiJ.P. Morgan Securities LLCAXA Advisors, LLC08-11-2014
Fred George SchoenfeldJ.P. Morgan Securities LLCAXA Advisors, LLC08-09-2018
Graziano Frank RotelliniJ.P. Morgan Securities LLCAXA Advisors, LLC05-16-2019
Jose Xavier HualpaJ.P. Morgan Securities LLCAXA Advisors, LLC07-21-2016
Lucas Sebastian BrownJ.P. Morgan Securities LLCAXA Advisors, LLC05-07-2019
Mario L. Valdez EspinalJ.P. Morgan Securities LLCAXA Advisors, LLC05-03-2016
Mark RepasyJ.P. Morgan Securities LLCAXA Advisors, LLC03-23-2015
Matthew J. RoblesJ.P. Morgan Securities LLCAXA Advisors, LLC09-06-2017
Matthew Salvatore FerrandoJ.P. Morgan Securities LLCAXA Advisors, LLC09-22-2014
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Showing 1 to 25 of 33 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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