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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
A Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Aaron C TuttleLPL Financial LLCNorthwestern Mutual Investment Services, LLC11-22-2019
Aaron Edward StewartON Investment Management CoThe America Group Financial Advisory Services, LLC08-28-2012
Aaron J DeterdingLarson Financial Securities, LLCTD Ameritrade, Inc.09-16-2019
Aaron James SchmitzLPL Financial LLCSecurities America, Inc.04-30-2020
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Aaron Michael WardTriad Advisors LLCSecurian Financial Services, Inc.07-29-2010
Aaron Wayne RocheOneAmerica Securities, Inc.Pruco Securities, LLC.08-04-2020
Abigail Grace CrainAmeriprise Financial Services, LLCStrategic Advisers LLC08-04-2014
Adam Anthony WeingartnerArete Wealth Advisors, LLCBFC Planning, Inc.08-08-2016
Adam Byron ClarkAdvicePeriod, LLCMoneta Group Investment Advisors, LLC03-01-2018
Adam Charles HawleyLPL Financial LLCWaddell & Reed08-21-2018
Adam Charles SheaBankers Life Securities, Inc.ProEquities, Inc.05-26-2016
Adam Christopher BrownRaymond James Financial Services, Inc.UBS Financial Services Inc.$15006-03-2020
Adam GabrielEdward JonesPFM Fund Distributors, Inc.$15006-17-2015
Adam Gregory YofanBuckingham Strategic Wealth, LLCALPERN WEALTH MANAGEMENT, LLC03-12-2019
Adam HopperEdward JonesPNC Investments05-09-2016
Adam James MaherMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Adam Lake BethelLPL Financial LLCCambridge Investment Research, Inc.07-31-2020
Adam Michael BichselMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Adam Michael ChustzStifel, Nicolaus & Company, IncorporatedEdward Jones02-13-2018
Adam R MonicalEdward JonesTD Ameritrade, Inc.08-05-2019
Adria Lee SchmidtkeMorgan StanleyWintrust Investments LLC11-15-2019
Adrian Freund StillmanQuantumleap Wealth Management, LLCCambridge Investment Research, Inc.$15009-13-2016
Adrian Noel RaneyMutual of Omaha Investor Services, Inc.Northwestern Mutual Investment Services, LLC04-18-2019
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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.