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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aarianne Michole IsraelPFS Investments Inc.PFS Investments Inc.01-25-2020
Aarianne Michole IsraelPFS Investments Inc.PFS Investments Inc.05-31-2017
Aaron CastellanosPFS Investments Inc.PFS Investments Inc.01-06-2018
Aaron S StiefelPFS Investments Inc.PFS Investments Inc.03-19-2015
Abdi Goksu ErogluPFS Investments Inc.PFS Investments Inc.03-24-2015
Abel Issam DiazPFS Investments Inc.PFS Investments Inc.01-07-2015
Abel Rangel Jr.PFS Investments Inc.PFS Investments Inc.02-17-2009
Adam Anthony OrtegaPFS Investments Inc.PFS Investments Inc.09-13-2010
Adam Joshua PaganettiPFS Investments Inc.PFS Investments Inc.01-10-2018
Ahmed Hamed Ahmed EidPFS Investments Inc.Avantax Investment Services, Inc.09-28-2017
Aileen G. ApostolPFS Investments Inc.PFS Investments Inc.02-12-2015
Alan James SeifertPFS Investments Inc.PFS Investments Inc.01-19-2012
Alan Wayne DooleyPFS Investments Inc.PFS Investments Inc.02-28-2011
Albert John Gardner IIIPFS Investments Inc.PFS Investments Inc.01-02-2014
Albert John Gardner IIIPFS Investments Inc.PFS Investments Inc.06-01-2012
Albert Mario Bianchini Jr.PFS Investments Inc.PFS Investments Inc.12-26-2013
Albert Mario Bianchini Jr.PFS Investments Inc.PFS Investments Inc.01-14-2013
Alberto Ivan RoaPFS Investments Inc.PFS Investments Inc.01-06-2016
Aldain Christopher BeamPFS Investments Inc.Nationwide Investment Services Corporation02-08-2017
Alejandro CastilloPFS Investments Inc.J.P. Morgan Securities LLC07-22-2020
Alesia HumphriesPFS Investments Inc.PFS Investments Inc.12-26-2013
Alex Ceralde LomibaoPFS Investments Inc.PFS Investments Inc.01-03-2012
Alexander Peter Kiczek Jr.PFS Investments Inc.PFS Investments Inc.04-05-2011
Alexandro L. RillorazaPFS Investments Inc.PFS Investments Inc.06-21-2011
Alexis De Jesus EraltePFS Investments Inc.PFS Investments Inc.12-26-2013
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Showing 1 to 25 of 1,217 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.