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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron M. UnderwoodJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexander L. BelobraydichJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrew B CochranJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Annika L. FranzJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Ashley B. McKibbenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Audra L. MorseJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bradley J AdamsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brandie Jo FishJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brett Matthew LongfieldJ.P. Morgan Securities LLCChase Investment Services Corp.$15010-01-2012
Brian D. VaughtJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Candace L. MontoyaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christopher Ronald SchmidtJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Cindy Bernice SteinhardtJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Cuong V. NguyenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Daniel Carl ParsonsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
David M. CostelloJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Dia L. GlosterJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Elena Pilar MartinezJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Eric Kevin OlsenJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Evan T. AnkenbruckJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Harley Christopher BarnesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
James Darby BarrettWells Fargo Clearing Services, LLCChase Investment Services Corp.05-25-2012
Jason Andrew KlockeJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Jeremy S. SchowalterJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Jonathan Edward SchnaidtKey Investment Services LLCChase Investment Services Corp.$1007-06-2011
Next Page »

Showing 1 to 25 of 53 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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