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
A. C. Brown Jr.Datatex Investment Services IncEdward Jones$2509-04-2019
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Aaron C. TuttleLPL Financial LLCNorthwestern Mutual Investment Services, LLC11-22-2019
Aaron Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Aaron D. MutherEdward JonesPaychex Securities Corporation09-07-2018
Aaron Dallas SnoufferEdward JonesStrategic Advisers LLC01-01-2010
Aaron Daniel LuceroWells Fargo Advisors Financial Network, LLCWells Fargo Advisors Financial Network, LLC$15009-03-2015
Aaron Edward StewartON Investment Management CoThe America Group Financial Advisory Services, LLC08-28-2012
Aaron Edwards BrandtEdward JonesWells Fargo Clearing Services, LLC10-22-2012
Aaron Elsworth TownsOppenheimer & Co. Inc.Wells Fargo Clearing Services, LLC$5003-20-2009
Aaron J DeterdingLarson Financial Securities, LLCTD Ameritrade, Inc.09-16-2019
Aaron J. RigdonCetera Investment Services LLCEdward Jones10-27-2009
Aaron James SchmitzLPL Financial LLCSecurities America, Inc.04-30-2020
Aaron Jeffrey UhlKrilogy Financial LLCCHRYSALIS INVESTMENT MANAGEMENT, LLC04-02-2019
Aaron K. KoykkariEdward JonesCetera Investment Services LLC12-19-2016
Aaron Lynn FosterRBC Capital Markets, LLCJ.P. Morgan Securities LLC$5006-26-2018
Aaron Lynn FosterJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-21-2011
Aaron M. PulsfordEdward JonesUSAA Financial Advisors, Inc.12-05-2014
Aaron Paul BagullyEdward JonesJackson National Life Distributors LLC08-27-2012
Aaron Thomas HanszSymphonic Securities LLCPrivate Advisor Group, LLC04-24-2019
Aaron ThompsonEdward JonesEdward Jones10-01-2018
Aaron Wayne RochePruco Securities, LLC.OneAmerica Securities, Inc.10-02-2019
Abby Michelle WinnEdward JonesEdward Jones02-27-2019
Abigail Grace CrainAmeriprise Financial Services, LLCStrategic Advisers LLC08-04-2014
Abraham M. GlaserUMB Financial Services, Inc.Country Club Financial Services, Inc.01-05-2011
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Showing 1 to 25 of 4,645 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.