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
Thomas Milo MayMutual of Omaha Investor Services, Inc.MML Investors Services, LLC06-07-2019
Matthew Thomas OelschlagerAllstate Financial Services, LLCEquity Services, Inc.06-07-2019
Taylor Edward BrowmanStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC06-07-2019
Tyler Mark WeaverStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC06-07-2019
Cearull Jack HorganWaypoint Wealth PartnersVine Street Wealth Management, LLC06-07-2019
Gregory Daniel ChristensenTempus Wealth Planning, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Alan ZafranIEQ Capital, LLCFirst Republic Securities Company, LLC06-07-2019
Robert John Skinner Jr.IEQ Capital, LLCFirst Republic Securities Company, LLC06-07-2019
Stevan Paul Horvath Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$5006-07-2019
Ariya PejouheshMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5006-07-2019
Bunyan TomJ.P. Morgan Securities LLCMorgan Stanley06-06-2019
Rohaib Shaheen HamidFidelity Brokerage Services LLCMorgan Stanley06-06-2019
Michael Wilfort ChavezE*TRADE Securities LLCMorgan Stanley06-06-2019
Nicholas W LintonSecurian Financial Services, Inc.Malakoff Wealth06-06-2019
Garrett Michael TognozziJ.P. Morgan Securities LLCMorgan Stanley06-05-2019
Gregory James SabalaJ.P. Morgan Securities LLCInternational Assets Advisory, LLC06-05-2019
Christopher Jon HaysCity National Securities, Inc.Comerica Securities06-05-2019
Nabil S. ElsayedE*TRADE Securities LLCUnionBanc Investment Services, LLC06-05-2019
Scott Joseph BryantPruco Securities, LLC.TD Ameritrade, Inc.06-05-2019
Jevon Mark WebsterInspire Advisors, LLCStrategic Wealth Advisors Group$1,00006-05-2019
Jason Eric LeftonEvoke Wealth, LLCFirst Republic Securities Company, LLC06-05-2019
Jeffrey Scott DoreEvoke Wealth, LLCFirst Republic Securities Company, LLC06-05-2019
Monika Hanssen MuggEvoke Wealth, LLCFirst Republic Securities Company, LLC06-05-2019
Peter Cherng Tsu ChangEvoke Wealth, LLCFirst Republic Securities Company, LLC06-05-2019
Arynton Senna HardyHardy Capital Investments LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-05-2019
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Showing 51 to 75 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.