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 Leigh WittenCambridge Investment Research, Inc.Legend Equities Corporation01-04-2016
Adam ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones$19302-13-2018
Adam HeckmanLPL Financial LLCFifth Third Securities$8401-27-2017
Adam O'Dell CoopLPL Financial LLCFifth Third Securities, Inc.06-30-2011
Alan David ChildsJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-20-2017
Alex LindermanFifth Third Securities, Inc.PNC Investments02-06-2019
Alex M. WagnerJ.P. Morgan Securities LLCHD Vest Investment Services$2502-01-2019
Alex P LindlePrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Alexander Louis CrawfordEdward JonesFidelity Brokerage Services LLC11-12-2018
Alicia Rose RoennowLPL Financial LLCSecurian Financial Services, Inc.05-11-2018
Allen J. CorbinRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Amanda Wells SchmutteU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-07-2009
Amy Kathleen WiitalaAmeriprise Financial Services, Inc.Chase Investment Services Corp.08-20-2010
Andrew D. SatheMCF Advisors, LLCLion Street Financial, LLC01-05-2017
Andrew MuncyWells Fargo Clearing Services, LLCPNC Investments04-17-2017
Andrew Thomas SeitzThe Huntington Investment CompanyFidelity Brokerage Services LLC08-06-2018
Andrew Travis EurtonJ.P. Morgan Securities LLCEdward Jones05-27-2015
Angela Beth ZachmanKPP Advisory Services LLCLPL Financial LLC10-09-2017
Angela Jo McMainAmeriprise Financial Services, Inc.LPL Financial LLC10-18-2013
Angela Larae TaylorJ.J.B. Hilliard, W.L. Lyons, LLCRaymond James Financial Services Advisors, Inc$10005-01-2013
Angela Michelle DrakeLPL Financial LLCEdward Jones04-25-2016
Angie Lynn JordanGWN Securities Inc.Legend Equities Corporation$1008-18-2014
Ann Page BeardU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-29-2010
Anne Chamberlain ShawPark Avenue Securities LLCMML Investors Services, LLC$5011-17-2017
Anne Elaine BoltonMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
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Showing 1 to 25 of 756 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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