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 Eric McFaddenMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-29-2014
Aaron KleinMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aaron M BaltzMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-10-2019
Aaron Michael BockmanMML Investors Services, LLCMetLife Securities Inc.$10003-25-2017
Abbey AjayiMML Investors Services, LLCWells Fargo Advisors Financial Network, LLC10-03-2017
Abdul M. BadruddinMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Abraham G. ChuaMML Investors Services, LLCMetLife Securities Inc.$2503-25-2017
Adam David SchwartzMML Investors Services, LLCNYLIFE Securities LLC06-12-2019
Adam Edwin PrzybyloMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-27-2014
Adam Joseph FolkertsMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-19-2015
Adam Jude CorwinMML Investors Services, LLCOneAmerica Securities, Inc.06-10-2019
Adam M. BrechtlMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Adam Michael LaakkoMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Adam Vincent BukowskiMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC04-23-2014
Adrian Adam BlockMML Investors Services, LLCPark Avenue Securities LLC01-16-2018
Adrienne Elizabeth UpchurchMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-11-2013
Aga IvezajMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ahmad Edd TehranchiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ahmad Idreis MahdMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ahmad Moghis MianMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ahmed SourourMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ai T CaiMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Aiyoung NamMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ajay K JainMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Ajay Kanaiyalal DaveMML Investors Services, LLCMetLife Securities Inc.03-25-2017
Next Page »

Showing 1 to 25 of 2,162 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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