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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Eric PietilaWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC10-17-2017
Aaron Jacob SweigartWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Aaron Kyle YoungWoodbury Financial Services, Inc.Ausdal Financial Partners, Inc.11-02-2015
Aaron Michael CooperbandWoodbury Financial Services, Inc.AXA Advisors, LLC07-22-2010
Abraham A. MizrahiWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Adam David GafnerWoodbury Financial Services, Inc.LPL Financial LLC$2510-23-2017
Adam Dean SteenblockWoodbury Financial Services, Inc.SII Investments, Inc.11-22-2017
Adam R. KilbournWoodbury Financial Services, Inc.Signator Financial Services, Inc.04-23-2015
Alan Ellsworth FreiWoodbury Financial Services, Inc.SII Investments, Inc.11-03-2017
Albert Frank FiorelloWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Albert George CowellWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Albert Michael DanielsWoodbury Financial Services, Inc.The O.N. Equity Sales Company07-01-2019
Aldo PasquarielloWoodbury Financial Services, Inc.HIMCO Distribution Services Company09-28-2010
Alex Hwan KimWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Alfred S. HickeyWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Allan Keith BooherWoodbury Financial Services, Inc.Harbor Financial Services, LLC10-23-2015
Allen Shayne DotyWoodbury Financial Services, Inc.AXA Advisors, LLC07-23-2010
Amy Marie EdgrenWoodbury Financial Services, Inc.HIMCO Distribution Services Company02-24-2009
Andrew B. ChouWoodbury Financial Services, Inc.Centaurus Financial, Inc.$5006-09-2017
Andrew Charles PeshaWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Andrew Edward Hickey IIIWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Andrew GutierrezWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Andrew Jack CohenWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Andrew Joseph HoweWoodbury Financial Services, Inc.Questar Capital Corporation$5203-01-2019
Andrew Michael BastianWoodbury Financial Services, Inc.Michigan Securities, Inc.01-16-2019
Next Page »

Showing 1 to 25 of 745 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.