Advisers on the Move TEST

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron BrasfieldHighTower Securities, LLCMorgan Stanley01-20-2012
Aaron Christopher FraserMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-11-2018
Aaron Christopher PrinceVanguard Marketing CorporationWells Fargo Clearing Services, LLC07-20-2018
Aaron Cosmo MontezLincoln Financial Advisors CorporationAXA Advisors, LLC05-01-2014
Aaron Daniel KuraschH&R Block Financial Advisors, Inc.Citigroup Global Markets Inc.05-22-2009
Aaron James BaileyCharles Schwab & Co., Inc.Edward Jones11-03-2015
Aaron Joseph CrowleyRBC Capital Markets, LLCWells Fargo Clearing Services, LLC10-07-2011
Aaron Joseph LampertJ.P. Morgan Securities LLCSecurities America, Inc.11-07-2017
Aaron Joseph LampertChase Investment Services Corp.Wells Fargo Investments, LLC06-30-2010
Aaron M. GordonKestra Investment Services, LLCSII Investments, Inc.07-21-2016
Aaron M. SupitaMorgan StanleyJ.P. Morgan Securities LLC07-14-2014
Aaron Matthew SchramW&S Brokerage Services, Inc.Edward Jones05-15-2018
Aaron StanleyLincoln Financial Advisors CorporationAXA Advisors, LLC$101-04-2016
Aaron Travis Eugene HeadleySilverhawk Asset Management, LLCLearnvest Planning Services, LLC12-20-2016
Aaron Travis Eugene HeadleyLearnvest Planning Services, LLCStrategic Advisers LLC07-20-2016
Aaron Travis Eugene HeadleyFidelity Brokerage Services LLCVanguard Marketing Corporation03-03-2015
Aaron W BrewerChase Investment Services Corp.UBS Financial Services Inc.10-19-2009
Aaron W. QuinnEdward JonesCetera Investment Services LLC10-28-2016
Aaron Wade RichterMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2016
Aaron Warren LawsonFirst Financial Equity CorporationSilber Bennett Financial, Inc.03-30-2017
Aaron Warren LawsonSilber Bennett Financial, Inc.Lawson Financial Corporation09-16-2016
Abe Nataniel AlanizAmeriprise Financial Services, LLCUSAA Financial Advisors, Inc.01-27-2020
Abimael ZavalaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-06-2013
Abraham Alvin Martinez FloresMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-07-2020
Abtin ZarrabiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5008-09-2013
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Showing 1 to 25 of 4,089 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.