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
Zubair KhanLPL Financial LLCJPMorgan Chase & Co.$8006-17-2016
Zoe Rebekah AlexanderLPL Financial LLCAmeriprise Financial Services, Inc.06-03-2010
Zenan HasanovicLPL Financial LLCINVEST Financial Corporation02-14-2018
Zebedee DeitrichLPL Financial LLCWells Fargo Clearing Services, LLC$2503-02-2018
Zachory Smith HuishLPL Financial LLCIndependent Financial Partners$15001-13-2015
Zachary Tobias BouckLPL Financial LLCWaddell & Reed$2506-01-2012
Zachary Thomas GorresLPL Financial LLCMetLife Securities Inc.12-14-2016
Zachary Ryan VolouskyLPL Financial LLCFirst Southeast Investor Services, Inc.05-13-2014
Zachary Ryan SchroerLPL Financial LLCWatermark Wealth Management, LLC$1006-02-2009
Zachary Paul BoergerLPL Financial LLCCarroll Financial Associates Inc11-14-2018
Zachary Parker GreenLPL Financial LLCMetLife Securities Inc.07-12-2016
Zachary Louis MattosLPL Financial LLCNorthwestern Mutual Investment Services, LLC05-31-2017
Zachary Isaac SlabotskyLPL Financial LLCINVEST Financial Corporation02-14-2018
Zachary H. HullLPL Financial LLCNorthwestern Mutual Investment Services, LLC02-08-2016
Zachary FuchsLPL Financial LLCMorgan Stanley06-28-2013
Zachary Farley LongleyLPL Financial LLCAmeriprise Financial Services, Inc.02-20-2009
Zachary Daniel DoxtaterLPL Financial LLCMutual Service Corporation09-08-2009
Zachary A GroetLPL Financial LLCINVEST Financial Corporation02-14-2018
Zach Zechariah SmithLPL Financial LLCFirst Citizens Financial Plus, Inc.11-17-2015
Yvonne Lorraine Darling-AtkinsLPL Financial LLCFirst Allied Securities, Inc.$10004-29-2015
Yvonne Kay White RundellLPL Financial LLCMutual Service Corporation09-08-2009
Yuenman Anne MakLPL Financial LLCAssociated Securities Corp.09-08-2009
Yonglin RenLPL Financial LLCEdward Jones02-04-2011
Yoko Mochizuki WickershamLPL Financial LLCWells Fargo Clearing Services, LLC01-25-2013
Yinghui WengLPL Financial LLCWorld Group Securities, Inc.08-13-2010
Next Page »

Showing 1 to 25 of 8,349 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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