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 C. WagnerPruco Securities, LLC.AXA Advisors, LLC02-19-2013
Aaron David MazerPruco Securities, LLC.PNC Investments11-12-2013
Aaron Matthew VerdilePruco Securities, LLC.NYLIFE Securities LLC05-23-2016
Aaron Michael KatylPruco Securities, LLC.Signator Investors, Inc.06-13-2016
Aaron Wayne RochePruco Securities, LLC.OneAmerica Securities, Inc.10-02-2019
Abid A. KhanPruco Securities, LLC.Pruco Securities, LLC.04-02-2020
Abid A. KhanPruco Securities, LLC.MetLife Securities Inc.01-18-2011
Adam Alexandera AvilaPruco Securities, LLC.Pruco Securities, LLC.04-08-2020
Adam Benjamin KayPruco Securities, LLC.Ameriprise Financial Services, LLC02-24-2016
Adam J WeisbergPruco Securities, LLC.AXA Advisors, LLC04-28-2015
Adam James MaddoxPruco Securities, LLC.Thrivent Investment Management Inc.06-29-2018
Adam Jeffrey DeanPruco Securities, LLC.Morgan Stanley05-06-2020
Adam John McDonoughPruco Securities, LLC.MetLife Securities Inc.01-21-2014
Adam Michael BakerPruco Securities, LLC.Edward Jones12-09-2015
Adam Michael HextellPruco Securities, LLC.Foresters Financial Services, Inc.04-20-2018
Adam Richard EasonPruco Securities, LLC.Ameritas Investment Company, LLC08-18-2016
Adel Tawfik MorganPruco Securities, LLC.Farmers Financial Solutions, LLC09-18-2017
Adrian DiazPruco Securities, LLC.FBL Marketing Services, LLC11-10-2014
Afua K. BandohPruco Securities, LLC.BB&T Investment Services, Inc.10-19-2017
Ahmad AbdoPruco Securities, LLC.Voya Financial Advisors, Inc.12-13-2018
Ahmad AbdoPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-02-2014
Ahmet Ali KamilPruco Securities, LLC.PNC Investments05-06-2011
Ahren Richard SchulzPruco Securities, LLC.LPL Financial LLC04-13-2020
Alan Bert ColdironPruco Securities, LLC.Allstate Financial Services, LLC02-27-2012
Alan Charles CollettePruco Securities, LLC.MetLife Securities Inc.05-25-2012
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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.