Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron M MeadowFidelity Brokerage Services LLCEdward Jones05-06-2019
Aaron Paul KaiserLPL Financial LLCEdward Jones06-17-2016
Abelardo Marcos HernandezVALIC Financial Advisors, Inc.Edward Jones08-26-2010
Adam Jose SaldanaMetLife Securities Inc.Edward Jones05-07-2010
Adam Michael FriedmanVALIC Financial Advisors, Inc.Edward Jones09-09-2015
Alan D. SandersMetLife Securities Inc.Edward Jones$101-09-2015
Alberto Alejandro SegoviaTIAA-CREF Individual & Institutional Services, LLCEdward Jones$1001-06-2016
Alejandro Ariel TorresStateTrust Investments Inc.Edward Jones11-09-2009
Alexander J. PianfettiE*TRADE Securities LLCEdward Jones04-05-2012
Alexander Joseph MooreDelta Capital Management, LLCEdward Jones01-03-2014
Alexondra Nicole BrouwerMorgan StanleyEdward Jones09-23-2015
Amanda Kim HayesAmeritas Investment Company, LLCEdward Jones04-18-2012
Andre St Lawrence CampbellMML Investors Services, LLCEdward Jones06-16-2009
Andrea Spring WebsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-08-2016
Andres Fernandez-SalvadorMorgan StanleyEdward Jones04-18-2011
Andres Patricio HoyosChase Investment Services Corp.Edward Jones05-01-2010
Andrew Atkins DarcyWells Fargo Clearing Services, LLCEdward Jones02-18-2015
Andrew C. StroudWells Fargo Clearing Services, LLCEdward Jones06-04-2019
Andrew David ClarkeAmeriprise Financial Services, LLCEdward Jones$2507-02-2012
Andrew Thomas KatsanisMorgan StanleyEdward Jones11-08-2019
Anthony Brian GigliottiJ.P. Morgan Securities LLCEdward Jones12-01-2015
Anthony Richard CassoneCPK Wealth Management LLCEdward Jones03-10-2020
Antje ZgrzebskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-13-2019
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
Arthur Earl Mccormick Jr.Raymond James Financial Services, Inc.Edward Jones$2505-15-2014
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Showing 1 to 25 of 367 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.