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
Abraham David GoldsteinJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Abram Keith GorsuchJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam Jacob ParenteJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam Shane BoganJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Agustin HernandezLPL Financial LLCChase Investment Services Corp.$5004-01-2011
Alan CooperJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alan RosenbergJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alan Stuart RattinerJ.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Alejandro Ortiz Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aleksander GuriyelovJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aleksandr VovkJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexandra SermanJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alexandra Zuzanna BartonikJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Alice M LiguoriJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anastasia LombardiJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Andrea Arnail SarvisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angel Bienbenido DiazJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angela CarrollJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angela P James-ScottJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Angella AdamsonJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony A GiannopapasCitigroup Global Markets Inc.Chase Investment Services Corp.11-01-2009
Anthony ChiarelliJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony Joseph CaravettaJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Anthony Robert Anzalone Sr.J.P. Morgan Securities LLCChase Investment Services Corp.$5010-01-2012
Armen P Babamian Jr.J.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
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Showing 1 to 25 of 501 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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