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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron AdcockFirst Allied Securities, Inc.Chase Investment Services Corp.$50001-16-2012
Aaron KindigEverence Trust CompanyHill Road Partners, LLC03-04-2015
Aaron David SchmiedelFifth Third Securities, Inc.Harbour Wealth Partners, Inc.03-14-2016
Aaron FryeHilliard LyonsRaymond James$5511-13-2018
Aaron Klye LanteigneThrivent Investment Management Inc.Edward Jones05-07-2009
Aaron Robert RarickHorace Mann Investors, Inc.MML Investors Services, LLC07-13-2017
Aaron Scott CoatesValeo Financial Advisors, LLCRelevant Financial Planning LLC12-07-2009
Aaron Scott RheaumeWorld Equity Group, Inc.The Huntington Investment Company$15003-17-2015
Aaron Scott RheaumeThe Huntington Investment CompanyChase Investment Services Corp.07-24-2012
Abel Joseph ErnstbergerCetera Investment Services LLCCharles Schwab & Co., Inc.04-19-2013
Abigail Elizabeth LindseyPNC InvestmentsAtlas Capital Management Corp10-21-2016
Abigail Elizabeth LindseyAtlas Capital Management CorpEdward Jones08-31-2015
Adam August SmithCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$5003-02-2018
Adam Barrett SpenceCX Institutional, LLCCPF Texas10-09-2018
Adam Bernard Strouse CfpLPL Financial LLCCambridge Investment Research, Inc.$2511-08-2012
Adam Christopher VaalWillow Financial Consulting, LLCFDX Advisors, Inc.02-19-2018
Adam Frank CmejlaIntegrated Planning & Wealth Management, LLCCambridge Investment Research, Inc.02-21-2017
Adam Frank CmejlaCambridge Investment Research, Inc.Waddell & Reed12-01-2011
Adam Jeffery ChristnerLPL Financial LLCEdward Jones12-15-2017
Adam Justin RehmerMerCap Securities LLCThe Leaders Group, Inc.08-08-2016
Adam Lee YoungHoosier Financial Inc.Edward Jones09-24-2009
Adam Michael HoffmanCity Securities CorporationCetera Investment Services LLC07-26-2016
Adam Michael SuttonCornerstone Wealth PartnersSecure Investment Management, LLC10-23-2018
Adam Michael SuttonSII Investments, Inc.Thrivent Investment Management Inc.01-13-2011
Adam Perry GemmerAmeriprise Financial Services, Inc.AXA Advisors, LLC02-01-2018
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Showing 1 to 25 of 2,151 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.


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