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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aalok DevkotaDevkota Capital AdvisorsABUNDANCE ADVISERS02-16-2018
Aaron Alan SimoneAvantax Investment Services, Inc.Independent Financial Group, LLC$1005-31-2017
Aaron Alan SimoneIndependent Financial Group, LLCWells Fargo Clearing Services, LLC$2509-03-2010
Aaron B. PimentelU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Aaron B. PimentelMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.08-25-2015
Aaron BitranCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Aaron Brett SuzarMerrill Lynch, Pierce, Fenner & Smith IncorporatedL & S Advisors, Inc09-06-2019
Aaron Charles SchmoekelSmart Investor, LLCLPL Financial LLC$2502-22-2018
Aaron Christian MulvaneySanders Morris Harris LLCCharles Schwab & Co., Inc.01-20-2015
Aaron Christopher AugustisProspera Financial Services, Inc.Morgan Stanley06-13-2014
Aaron Clifton FryFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC01-22-2013
Aaron D JacobyPlanMember Securities CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated08-21-2019
Aaron D SanorWells Fargo Clearing Services, LLCMorgan Stanley06-21-2019
Aaron D SanorMorgan StanleyUBS Financial Services Inc.09-30-2009
Aaron D. HendryAmeriprise Financial Services, LLCLPL Financial LLC07-18-2018
Aaron D. HendryLPL Financial LLCWells Fargo Clearing Services, LLC01-30-2017
Aaron D. KirkCitigroup Global Markets Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2019
Aaron Dale ChamberlinStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10007-28-2009
Aaron Dana ObornTD Ameritrade Investment Management, LLCFidelity Personal and Workplace Advisors07-12-2019
Aaron Daniel ScheidScottrade, Inc.Signature Resources Capital Management, LLC11-06-2013
Aaron Daniel ScheidSignature Resources Capital Management, LLCSignator Investors, Inc.07-31-2013
Aaron Daniel ScheidSignator Investors, Inc.TD Ameritrade, Inc.07-08-2013
Aaron Daniel ScheidTD Ameritrade Investment Management, LLCChase Investment Services Corp.02-09-2012
Aaron Daniel ScheidChase Investment Services Corp.Howard Capital Management03-11-2011
Aaron David RitterAvalan, LLCAbundant Wealth Partners, LLC09-25-2017
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Showing 1 to 25 of 21,806 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.