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 Darrell SalcidoFidelity Brokerage Services LLCPFS Investments Inc.11-11-2019
Aaron David GreyBuckingham Strategic Wealth, LLCRobert Grey An Sec Reg. Investment Advisor DBA Denver Money Mgr.02-03-2016
Aaron David SchmiedelWells Fargo Clearing Services, LLCFifth Third Securities, Inc.07-29-2016
Aaron James HauglandCUNA Brokerage Services, Inc.Personal Capital Advisors Corporation09-18-2017
Aaron JensenWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC04-26-2017
Aaron Joshua Stiller ArgabrightFidelity Brokerage Services LLCUBS Financial Services Inc.06-16-2009
Aaron Leo SchettlerInfinex Investments, Inc.PFS Investments Inc.10-20-2018
Aaron Michael LockerSummit Financial PlanningEdward Jones02-11-2020
Aaron Paul BagullyEdward JonesJackson National Life Distributors LLC08-27-2012
Aaron Raburn TiceDelphi Wealth PartnersAmeriprise Financial Services, LLC08-05-2015
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Adam Blake PetersAllworth Financial, L.P.OppenheimerFunds Distributor, Inc.$1,00007-01-2014
Adam Brooks SelbyTIAA-CREF Individual & Institutional Services, LLCNational Financial Services LLC06-28-2011
Adam Christopher CarrCornbelt Financial, LLCJFTHOMPSON WEALTH MANAGEMENT12-07-2018
Adam Christopher TheinRobert W. Baird & Co. IncorporatedAmeriprise Financial Services, LLC07-27-2020
Adam Edward BruninNavigation Wealth ManagementSigma Financial Corporation04-05-2016
Adam J FletcherThe Leaders Group, Inc.Nationwide Securities, LLC$2507-01-2020
Adam James HorningPeak Financial Guidance LLCNorthwestern Mutual Investment Services, LLC01-09-2020
Adam Jansen FowlerWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-17-2019
Adam John GobleMorgan StanleyUSAA Financial Planning Services$15003-14-2014
Adam Lucas WadeNova Financial ServicesWestern Wealth Management LLC02-01-2017
Adam MangunoSecurities America, Inc.Brokers International Financial Services, LLC.03-25-2020
Adam Michael AllsopCUNA Brokerage Services, Inc.CUSO Financial Services, L.P.12-23-2019
Adam Robert BottWells Fargo Clearing Services, LLCEdward Jones$2510-21-2016
Adam TheinRobert W. Baird & Co. IncorporatedAmeriprise Financial Services, LLC$7407-27-2020
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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.