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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aarikka Jean BurgessKestra Investment Services, LLCAXA Advisors, LLC10-18-2017
Aarikka Jean BurgessAXA Advisors, LLCKestra Investment Services, LLC03-31-2017
Aarikka Jean BurgessKestra Investment Services, LLCCambridge Investment Research, Inc.04-01-2014
Aaron Anthony KohlVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC05-01-2015
Aaron Eric McFaddenMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-29-2014
Aaron FoleySantander Securities LLCCitizens Securities, Inc.11-12-2019
Aaron FoleyCitizens Securities, Inc.Moors & Cabot, Inc.09-22-2015
Aaron FoleyMoors & Cabot, Inc.Jesup & Lamont Securities Corp11-25-2009
Aaron J. SousaMorgan StanleyTD Private Client Wealth LLC$15004-18-2018
Aaron Jacob GolubMorgan StanleySanford C. Bernstein & Co., LLC06-19-2019
Aaron Mark DerderianHighTower Advisors, LLCLEXINGTON WEALTH MANAGEMENT, INC.10-18-2019
Aaron Micah BeltramiCrestwood AdvisorsCrestwood Advisors LLC02-14-2017
Aaron Michael SpelkerMarathon Retirement And Pension Consulting, LLCMetLife Securities Inc.05-21-2013
Aaron Robert HagwoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5005-01-2015
Abdelmagid AlawadOneAmerica Securities, Inc.MetLife Securities Inc.03-18-2016
Abigail Elizabeth AllenLPL Financial LLCSecurities America, Inc.$2504-18-2011
Abigail Lynn SmithRaymond James Financial Services, Inc.Morgan Stanley06-29-2017
Abigail Lynn SmithMorgan StanleyUBS Financial Services Inc.02-10-2011
Abigail PsyhogeosBoston Financial Management LLCF L Putnam Investment Management Co.07-03-2018
Abraham RosenbergCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-27-2018
Adam Allen BucyLPL Financial LLCEdward Jones$2507-31-2015
Adam Andrew CoteCambridge Investment Research, Inc.LPL Financial LLC02-16-2018
Adam Anthony WaitkevichTriad Advisors LLCMorgan Stanley$15002-05-2010
Adam BatemanFlagship Harbor Advisors, LLCMetLife Securities Inc.12-02-2013
Adam Blaise MarcellusMerrill Lynch, Pierce, Fenner & Smith IncorporatedNational Planning Corporation01-01-2013
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Showing 1 to 25 of 4,588 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.