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
Todd Edwards StewartJ.P. Morgan Securities LLCAccountants Investment Advisory Services, LLC$1007-12-2013
Kevin Timothy HitzJ.P. Morgan Securities LLCAllstate Financial Services, LLC06-18-2013
Brett Joseph MartinJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.04-14-2014
Brooke Lyn GalassiJ.P. Morgan Securities LLCAusdal Financial Partners, Inc.06-11-2015
Fred George SchoenfeldJ.P. Morgan Securities LLCAXA Advisors, LLC08-09-2018
Melissa Ann KelpschJ.P. Morgan Securities LLCB. C. Ziegler and Company04-16-2014
Nicholas David PacentiJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.12-11-2017
Harman S. MangatJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.10-01-2015
Hernand HernandezJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.$2502-17-2014
Bryan A. OkunJ.P. Morgan Securities LLCCarillon Fund Distributors, Inc.08-17-2017
Charles A. JohnsonJ.P. Morgan Securities LLCCetera Financial Specialists LLC03-14-2013
Brett Lee SchulzJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$15012-04-2018
Aram Michael TopalianJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-27-2018
Cameron Lawrence WheelerJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.08-30-2018
John Michael StokenJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$10012-11-2017
Ryan Andrew HofgesangJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.07-03-2017
Brendon G. AndersonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$10009-20-2016
Evan Gregory ParryJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.07-26-2016
Brian D. EathertonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.06-22-2016
Frederick Gregory LucasJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.10-16-2015
Lyle Tod BerksonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.02-28-2014
Qamil DervishiJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-07-2014
Jason Alan PerlmanJ.P. Morgan Securities LLCChase Investment Services Corp.$15010-01-2012
Jacques William SimpsonJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
Barry Alan KrumwiedeJ.P. Morgan Securities LLCChase Investment Services Corp.$10010-01-2012
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Showing 1 to 25 of 317 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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