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
Aaron D. HendryAmeriprise Financial Services, LLCLPL Financial LLC07-18-2018
Aaron Del BrownPartnervest Advisory Services LLCWells Fargo Clearing Services, LLC10-15-2018
Aaron Gideon KirschSpotlight Asset GroupCetera Advisors LLC$7006-29-2018
Aaron Jay WursterQuest Capital Strategies, Inc.Questar Capital Corporation01-02-2019
Aaron L. IveyVoya Financial Advisors, Inc.Pruco Securities, LLC.09-04-2018
Aaron Michael SzagerSummitry, LLCBlueSky Wealth Advisors, LLC01-05-2019
Aaron Michael WiegmanFinancial Sense Securities, Inc.Saybrus Equity Services, LLC05-08-2019
Aaron Thomas LeoneBaker Street Asset Management, LLCRaymond James Financial Services, Inc.12-13-2018
Aaron William CohenCalton & Associates, Inc.Integrated Trading and Investments, Inc.06-19-2018
Aaron William JohnsonBridger Financial Services, LLCCUNA Brokerage Services, Inc.09-19-2018
Abe CastellonLPL Financial LLCWells Fargo Clearing Services, LLC05-08-2019
Abel Alexander SantibanezMason & Associates, Inc.The Leaders Group, Inc.09-05-2018
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Abraham CecenaAXA Advisors, LLCPFS Investments Inc.01-09-2019
Abraham Ramos BustamanteUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC09-19-2018
Adam A KetterlingJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-02-2019
Adam Blake BonnerIndependent Financial Group, LLCLPL Financial LLC05-21-2019
Adam Fouad ZedanCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors08-14-2018
Adam Ilung KimAXA Advisors, LLCCambridge Investment Research, Inc.07-31-2018
Adam James ColomboWells Fargo Clearing Services, LLCM Holdings Securities, Inc.$1008-27-2018
Adam Jeffrey NashNash Financial Services, LLCPruco Securities, LLC.03-27-2019
Adam Joseph SwerdlowMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-28-2019
Adam King SkumawitzCambridge Investment Research, Inc.Thrivent Investment Management Inc.12-03-2018
Adam Leland AndersonWealthGuard Advisors, Inc.Securities America, Inc.$5008-22-2018
Adam Michael LaibsonCommonwealth Financial NetworkMML Investors Services, LLC02-01-2019
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Showing 1 to 25 of 2,187 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.