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
Matthew Antonio PostellJ.P. Morgan Securities LLCTD Ameritrade, Inc.07-11-2019
Abraham Jay SalinasJ.P. Morgan Securities LLCThe Huntington Investment Company04-11-2019
Sean DixonJ.P. Morgan Securities LLCMorgan Stanley01-08-2019
David Anthony JaicomoJ.P. Morgan Securities LLCWolfrum and Co.12-20-2018
Greg FlynnJ.P. Morgan Securities LLCEdward Jones11-15-2018
Thomas Eric BennettJ.P. Morgan Securities LLCEdward Jones10-30-2018
Donald Robert TullochJ.P. Morgan Securities LLCTD Ameritrade Investment Management, LLC07-25-2018
Drue Christopher AndersonJ.P. Morgan Securities LLCCitigroup Global Markets Inc.03-06-2018
Eric Jeffrey FrappierJ.P. Morgan Securities LLCRaymond James & Associates, Inc.02-28-2018
Matthew Ryan ZacariasJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-16-2018
Casimer John KrollJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-01-2017
Stephen Todd AndersonJ.P. Morgan Securities LLCSchwab Private Client Investment Advisory, Inc.06-30-2017
Monica Lynn ChicoJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-03-2017
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Paul M. FiacableJ.P. Morgan Securities LLCEdward Jones09-29-2016
Logan M. GoodJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.06-07-2016
Caleb Michael WilsonJ.P. Morgan Securities LLCTD Ameritrade Investment Management, LLC02-04-2016
Michael Eric JohnsonJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.01-14-2016
Michael Douglas McMorrisJ.P. Morgan Securities LLCFifth Third Securities, Inc.12-15-2015
Steven Todd HendersonJ.P. Morgan Securities LLCFifth Third Securities, Inc.10-23-2015
Kameron L. TroxellJ.P. Morgan Securities LLCEdward Jones10-21-2015
Layne William VanstoneJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-14-2015
Thomas Lee StaleyJ.P. Morgan Securities LLCSchwab Private Client Investment Advisory, Inc.01-20-2015
Timothy ClaryJ.P. Morgan Securities LLCAXA Advisors, LLC06-23-2014
Robert K. DhooreJ.P. Morgan Securities LLCFifth Third Securities, Inc.06-11-2014
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Showing 1 to 25 of 121 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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