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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abraham Jay SalinasJ.P. Morgan Securities LLCThe Huntington Investment Company04-11-2019
Adam C. FaustJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Amanda Jean HiltonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Amanda Kay CummingsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angela Bernice CollinsJ.P. Morgan Securities LLCEdward Jones11-07-2016
Barbara Jean PackhamJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bradley Park MatthewsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Bradley S. SottongJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brandee Karmin TaylorJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brandi A DowneyJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Brandi Lynn RestleJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Brian Douglas WilliamsJ.P. Morgan Securities LLCChase Investment Services Corp.08-16-2009
Brian James HiattJ.P. Morgan Securities LLCSchwab Private Client Investment Advisory, Inc.$5006-28-2016
Caleb Michael WilsonJ.P. Morgan Securities LLCTD Ameritrade Investment Management, LLC02-04-2016
Casimer John KrollJ.P. Morgan Securities LLCFifth Third Securities, Inc.08-01-2017
Cassandrea M. ShaferJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Cherif Souleymane AidaraJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.12-17-2012
Christian A RojasJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Christina Nicole CavazosJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Conni Renee McEwenJ.P. Morgan Securities LLCChase Investment Services Corp.$15010-01-2012
Craig A. ScholtesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Craig Alan HarrisJ.P. Morgan Securities LLCChase Investment Services Corp.$2510-01-2012
Crystal Catherine NeilJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Crystel Darlene WilliamsJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Curtis Alan HughesJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 1 to 25 of 121 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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