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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron GoldmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-26-2012
Aaron Alphonse DelsignoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$5010-05-2012
Aaron Bert PimentelMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.08-25-2015
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Aaron David SpitalnyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLavaFlow, Inc.08-01-2010
Aaron J. BlumenthalMerrill Lynch, Pierce, Fenner & Smith IncorporatedBarclays Capital Inc.07-24-2015
Aaron Jonathan DykasMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$22703-08-2017
Aaron Jordan FreedmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-29-2012
Aaron Joseph PawlakMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-19-2010
Aaron Joseph SiskMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-10-2010
Aaron M WatkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.05-11-2012
Aaron Mathew WassenaarMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed10-28-2009
Aaron Mcmichael BriggsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-28-2014
Aaron Michael JablonskyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Securities Corporation$101-27-2012
Aaron Michael SweereMerrill Lynch, Pierce, Fenner & Smith IncorporatedMoney Concepts Capital Corp11-18-2016
Aaron Moon-Young ChungMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-10-2014
Aaron Paul LangstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-25-2018
Aaron Phillip SkutelskyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC02-10-2015
Aaron Quintin RiceMerrill Lynch, Pierce, Fenner & Smith IncorporatedHSBC Securities (USA) Inc.10-30-2012
Aaron Ray KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-19-2015
Aaron Robert Hagwood, James Scott Tomoda, Andres F Castano, Christine Michelle DroneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-01-2015
Aaron Robert MccormickMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew England Securities08-17-2009
Aaron Thomas LoweMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe Huntington Investment Company03-04-2011
Aaron Thomas WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC02-04-2015
Aaron Vansonhung SpearMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.08-19-2015
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Showing 1 to 25 of 7,752 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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