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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Reid FosburgJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-04-2013
Aaron Russell HandfieldJ.P. Morgan Securities LLCEdward Jones04-01-2013
Aaron Vi MaoJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC05-27-2016
Abel Isai MembrenoJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.06-17-2016
Abhishek VakilJ.P. Morgan Securities LLCCsfbdirect, Inc.03-26-2015
Adelle Ramos TanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$110-31-2016
Albert Liam MasonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-30-2017
Aleksandra Joanna DrakeJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-17-2016
Alex Euji MatsumuraJ.P. Morgan Securities LLCLPL Financial LLC08-11-2017
Alexander Nathan WebbJ.P. Morgan Securities LLCTD Ameritrade, Inc.08-11-2017
Ali Mohaghegh BankiJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-15-2011
Ali Nick SadaghianiJ.P. Morgan Securities LLCMorgan Stanley05-27-2010
Allan Troy ArgosinoJ.P. Morgan Securities LLCMorgan Stanley01-20-2010
Amanda Celia RheeJ.P. Morgan Securities LLCMorgan Stanley09-30-2014
Amber Lynn KnightJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-07-2014
Amber Rae NilesJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC$15006-01-2015
Amelia Sterling MorganJ.P. Morgan Securities LLCNYLIFE Securities LLC$15003-21-2013
Amir Alex RadJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-04-2015
Amir Ali GhassemzadehJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC03-16-2017
Anahit FstkchianJ.P. Morgan Securities LLCCitigroup Global Markets Inc.02-03-2014
Andranik MazmanianJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.08-01-2013
Andre Luiz Miranda PaivaJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.03-23-2017
Andre Sebastiano ColucciJ.P. Morgan Securities LLCUnionBanc Investment Services, LLC03-16-2016
Andres EscobarJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2017
Andrew Almorol MegiaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-13-2016
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Showing 1 to 25 of 499 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.

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