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

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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 Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Aaron Dallas SnoufferEdward JonesFidelity Brokerage Services LLC01-01-2010
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 RigdonCetera Investment Services LLCEdward Jones$110-27-2009
Aaron James MayfieldEdward JonesFintegra, LLC03-29-2016
Aaron Kristopher 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 Incorporated01-21-2011
Aaron Michael PulsfordEdward JonesUSAA Financial Advisors, Inc.$15012-05-2014
Aaron Paul BagullyEdward JonesJackson National Life Distributors LLC$108-27-2012
Abigail Grace CrainAmeriprise Financial Services, Inc.Fidelity Brokerage Services LLC08-04-2014
Abraham M. GlaserUMB Financial Services, Inc.Country Club Financial Services, Inc.01-05-2011
Abraham William RadmaneshUMB Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-03-2017
Abraham William RadmaneshMerrill Lynch, Pierce, Fenner & Smith IncorporatedCommerce Brokerage Services, Inc.09-03-2014
Abram Joseph SoperEdward JonesValMark Securities, Inc.05-03-2017
Adam Anthony WeingartnerArete Wealth Management, LLCBFC Planning, Inc.08-09-2016
Adam Charles SheaBankers Life Securities, Inc.ProEquities, Inc.05-26-2016
Adam D. GabrielEdward JonesPFM Fund Distributors, Inc.$15006-17-2015
Adam Fields RichEdward JonesFirst Citizens Investor Services, Inc.12-01-2009
Adam G. BurtonEdward JonesQuest Capital Strategies, Inc.05-23-2016
Adam J GibbsEdward JonesWalnut Street Securities, Inc.04-02-2013
Adam James MaherMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
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Showing 1 to 25 of 3,470 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.


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