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
A Lamar HudsonLPL Financial LLCWells Fargo Clearing Services, LLC$5012-14-2012
Aalok DevkotaDevkota Capital AdvisorsABUNDANCE ADVISERS02-16-2018
Aaron Alan SimoneAvantax Investment Services, Inc.Independent Financial Group, LLC$1005-31-2017
Aaron BitranCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Aaron Brendan MooreLPL Financial LLCSecurian Financial Services, Inc.08-19-2020
Aaron Brett SuzarSuzar Wealth Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-12-2020
Aaron Brett VasquezWells Fargo Clearing Services, LLCEquitable Advisors, LLC04-29-2020
Aaron C CruzSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Aaron Charles SchmoekelSmart Investor, LLCLPL Financial LLC02-22-2018
Aaron Clifton FryFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC01-22-2013
Aaron D HendryAmeriprise Financial Services, LLCLPL Financial LLC07-18-2018
Aaron D KirkCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Aaron D SanorWells Fargo Clearing Services, LLCMorgan Stanley06-21-2019
Aaron Dale ChamberlinStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC07-28-2009
Aaron Dana ObornTD Ameritrade Investment Management, LLCFidelity Personal and Workplace Advisors07-12-2019
Aaron David GoldbergAWM Capital, LLCIndependent Financial Group, LLC09-28-2020
Aaron David MutherEdward JonesPaychex Securities Corporation09-07-2018
Aaron David RitterAvalan, LLCAbundant Wealth Partners, LLC09-25-2017
Aaron Del BrownPartnervest Advisory Services LLCWells Fargo Clearing Services, LLC10-15-2018
Aaron E BrandtEdward JonesWells Fargo Clearing Services, LLC10-22-2012
Aaron Eichhorn GrantMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC12-11-2019
Aaron Fay ShroyerJ.W. Cole Financial, Inc.Allen & Company of Florida, LLC$2509-14-2015
Aaron Gideon KirschSpotlight Asset GroupCetera Advisors LLC$7006-29-2018
Aaron Gregory CookLPL Financial LLCAmeriprise Financial Services, LLC11-12-2019
Aaron HudsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-01-2019
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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.