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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Christopher MobergTIAA-CREF Individual & Institutional Services, LLCINVEST Financial Corporation08-30-2016
Aaron Robert DayTIAA-CREF Individual & Institutional Services, LLCTD Ameritrade Investment Management, LLC03-09-2016
Adam Brooks SelbyTIAA-CREF Individual & Institutional Services, LLCNational Financial Services LLC06-28-2011
Adam C HouseTIAA-CREF Individual & Institutional Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-12-2014
Adam Christopher GranthamTIAA-CREF Individual & Institutional Services, LLCWaddell & Reed10-11-2017
Adam John ReutzelTIAA-CREF Individual & Institutional Services, LLCEdward Jones10-29-2014
Adam Kevin FosterTIAA-CREF Individual & Institutional Services, LLCProEquities, Inc.01-13-2015
Adam KohlerTIAA-CREF Individual & Institutional Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-20-2015
Adam Neil RayburgTIAA-CREF Individual & Institutional Services, LLCPNC Investments09-13-2017
Aida Corinne GonzalezTIAA-CREF Individual & Institutional Services, LLCPNC Investments05-28-2014
Alan Lee CrouseTIAA-CREF Individual & Institutional Services, LLCTransamerica Investors Securities Corporation02-20-2018
Alberto Alejandro SegoviaTIAA-CREF Individual & Institutional Services, LLCEdward Jones01-06-2016
Alex Stuart HamillTIAA-CREF Individual & Institutional Services, LLCHSBC Securities (USA) Inc.04-10-2014
Alexander CesarTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC10-29-2014
Alexander Earle ThompsonTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC08-28-2013
Alexander Munib RichaniTIAA-CREF Individual & Institutional Services, LLCScottrade, Inc.03-28-2018
Alexandros Timotheos MavrellisTIAA-CREF Individual & Institutional Services, LLCTD Ameritrade, Inc.$2503-05-2018
Alyssa Rae JacobsonTIAA-CREF Individual & Institutional Services, LLCStevens Wealth Management LLC07-09-2013
Amanda S BarthelemyTIAA-CREF Individual & Institutional Services, LLCChase Investment Services Corp.03-01-2012
Amin SchoumanTIAA-CREF Individual & Institutional Services, LLCJ.P. Morgan Securities LLC09-18-2020
Amit S ShahTIAA-CREF Individual & Institutional Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-21-2016
Amy Lynn ConsidineTIAA-CREF Individual & Institutional Services, LLCCommonwealth Financial Network05-26-2016
Amy Sue ScarboroughTIAA-CREF Individual & Institutional Services, LLCSecurities America, Inc.03-19-2012
Anastasia Frances SullivanTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC05-15-2017
Anca GarciaTIAA-CREF Individual & Institutional Services, LLCSignator Investors, Inc.10-09-2015
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Showing 1 to 25 of 806 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.