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 Daniel LockeCetera Advisor Networks LLCAmeriprise Financial Services, Inc.05-13-2009
Aaron Dwight LarsonEdward JonesThrivent Investment Management Inc.$5006-02-2017
Aaron J. FultonProEquities, Inc.Securities America, Inc.01-04-2012
Aaron James PutmanCommonwealth Financial NetworkHaukedahl Financial Services11-01-2017
Aaron Jason SotakMorgan StanleyUBS Financial Services Inc.$2506-17-2010
Aaron John ElkinsBMO Harris Financial Advisors, Inc.Thrivent Investment Management Inc.10-15-2012
Aaron Joshua GreenCetera Investment Services LLCThrivent Investment Management Inc.07-27-2018
Aaron Matthew FossumLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Aaron Michael JacobsGradient Securities, LLCCabot Lodge Securities LLC12-12-2013
Aaron Michael LindemanWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Aaron Russel ServaisU.S. Bancorp Investments, Inc.SunTrust Investment Services, Inc.01-17-2018
Adam Gabriel WolffLPL Financial LLCINVEST Financial Corporation02-14-2018
Adam Ira DverisWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Adam J. TlustyFiduciary Counselling IncJ.P. Morgan Securities LLC08-07-2018
Adam John SaylerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Adam Joseph HumlicekRoyal Alliance Associates, Inc.Signator Investors, Inc.11-02-2018
Adam Keltgen MansAKM AdvisoryMARQUETTE ASSET MANAGEMENT03-20-2014
Adam Lee RaineyPeak Brokerage Services, LLCNext Financial Group, Inc.10-08-2015
Adam M. JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-08-2017
Adam Michael OlsonPrincipal Securities, Inc.Walnut Street Securities, Inc.09-07-2011
Adam Noah LandvikLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2013
Adam P HoffmannCarlson Capital Management, LLCCARLSON CAPITAL MANAGEMENT12-17-2015
Adam Scott HosfieldWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Adama GuiroU.S. Bancorp Investments, Inc.Citigroup Global Markets Inc.06-01-2015
Aimee Jean HatlestadThe Hatlestad GroupBond & Devick Wealth Partners01-09-2018
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Showing 1 to 25 of 2,113 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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