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
Aaron Alexander NazarianTIAA-CREF Individual & Institutional Services, LLCE*TRADE Securities LLC12-11-2014
Aaron B SmithCardinal FinancialWells Fargo Clearing Services, LLC09-17-2013
Aaron Brian MostellerUBS Financial Services Inc.Vanguard Marketing Corporation05-07-2018
Aaron Nii Lante TawiahUBS Financial Services Inc.Vanguard Marketing Corporation08-20-2018
Aaron ParrishLevel Wealth Management LLCTriad Financial Advisors, Inc.04-01-2019
Aaron ParrishTriad Financial Advisors, Inc.Coastal Equities, Inc.08-07-2012
Aaron Ray StrawdermanLPL Financial LLCCBIZ Wealth Management, LLC$2512-03-2010
Aaron Raymond SeymourPrincipal Securities, Inc.Edward Jones08-31-2017
Abdul Kareem Ar-RushdiWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-15-2011
Abigail Budd EmbryLincoln Financial Securities CorporationRaymond James Financial Services, Inc.09-08-2017
Abigail Hastings KerrAmeriprise Financial Services, LLCMetLife Securities Inc.$20012-13-2013
Abram Doyle EarlyVanguard Marketing CorporationM Holdings Securities, Inc.12-01-2015
Adam Charles BrayBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-12-2016
Adam Charles PerskyNYLIFE Securities LLCJBS Liberty Securities, Inc.$1010-28-2010
Adam Eliot QuelerRaymond James Financial Services, Inc.Vanguard Marketing Corporation07-21-2015
Adam Eliot QuelerVanguard Marketing CorporationState Farm VP Management Corp.11-13-2012
Adam Eric AckermanBNA WealthEdward Jones10-06-2016
Adam Eric AckermanEdward JonesBNA Wealth07-06-2015
Adam Gregory DupuisWells Fargo Clearing Services, LLCEdward Jones04-29-2013
Adam H YarboroughBB&T Investment Services, Inc.Edward Jones$1002-16-2010
Adam Howard SnellingAXA Advisors, LLCWells Fargo Clearing Services, LLC05-04-2011
Adam Jamil ShayebUBS Financial Services Inc.Vanguard Marketing Corporation11-17-2014
Adam Matthew KearnsLPL Financial LLCCetera Investment Services LLC01-04-2018
Adam Michael BouleyVoya Financial Advisors, Inc.First Citizens Investor Services, Inc.05-18-2020
Adam Michael LeachWells Fargo Advisors Financial Network, LLCInvestment Centers of America, Inc.$1004-27-2015
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Showing 1 to 25 of 5,631 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.