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
Andrew Joseph TaylorCambridge Investment Research Advisors, Inc.Verus Capital Partners, LLC08-10-2020
Andrew Kevan SchiffUnited Capital Financial AdvisersMTB ASSET MANAGEMENT, INC.01-04-2011
Andrew Lee BurtonVALIC Financial Advisors, Inc.State Farm VP Management Corp.09-16-2019
Andrew Louis KadalaCetera Advisors LLCWells Fargo Clearing Services, LLC$4809-27-2017
Andrew Louis KadalaWells Fargo Clearing Services, LLCMorgan Stanley$5002-13-2015
Andrew Mark BaumHazard & Siegel, Inc.Investors Security Company, Inc.01-26-2009
Andrew Mcnary LeachBuckingham Strategic Wealth, LLCARK FINANCIAL SERVICES, LLC03-01-2018
Andrew Michael WidmannCommonwealth Financial NetworkT. Rowe Price Investment Services, Inc.08-23-2018
Andrew Paul GoetzLincoln Financial Advisors CorporationAmeriprise Financial Services, LLC03-13-2018
Andrew Paul GoetzAmeriprise Financial Services, LLCAXA Advisors, LLC03-30-2015
Andrew Reiley CrosbyGreenspring Advisors, LLCRBC Capital Markets, LLC03-22-2017
Andrew Robert FletcherM&T Securities, Inc.MetLife Securities Inc.07-09-2015
Andrew Robert KlineBuckingham Strategic Wealth, LLCARK Financial Services, LLC03-01-2018
Andrew Roger Brooks Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.02-08-2016
Andrew Steven FentressRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-22-2012
Andrew Stuart WohlbergGlass Jacobson Financial GroupAbel Financial Management Co.10-08-2012
Andrew T. GiddensPNC InvestmentsBB&T Investment Services, Inc.$2510-28-2013
Andrew V. VillafrancaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-15-2018
Andrew VenezieMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC04-02-2019
Andrew Wesley GoodwinCharles Schwab & Co., Inc.Morgan Stanley11-20-2019
Andrew William SullivanHarbor Investment Advisory, LLCTullett Prebon Financial Services LLC07-26-2013
Angel Luis MartinezPNC InvestmentsNYLIFE Securities LLC04-10-2018
Angela Jieun TakMML Investors Services, LLCWells Fargo Clearing Services, LLC02-01-2012
Angela Julia FinneyGirard Securities, Inc.PSA Equities, Inc.11-02-2015
Angela Marie TreffKestra Investment Services, LLCMedallion Advisory Services, LLC$20012-09-2009
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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.