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

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron AdcockChase Investment Services Corp.Charles Schwab & Co., Inc.03-31-2011
Aaron Bradley CurryThe Huntington Investment CompanyKey Investment Services LLC12-19-2017
Aaron Brady GreenCommonwealth Financial NetworkJ.P. Morgan Institutional Investments Inc.07-18-2016
Aaron Brett EplingVALIC Financial Advisors, Inc.Nationwide Investment Services Corporation12-04-2013
Aaron Bruce ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Aaron Bruce ReedPNC InvestmentsEdward Jones11-23-2009
Aaron D GamblePNC InvestmentsJ.P. Morgan Securities LLC08-05-2014
Aaron Dallas SnoufferU.S. Bancorp Investments, Inc.Edward Jones10-31-2012
Aaron E MechlingMorgan Stanley & Co. LLCUBS Financial Services Inc.04-01-2009
Aaron James RohrbaughLPL Financial LLCFifth Third Securities, Inc.$5003-14-2012
Aaron John HurleyPNC InvestmentsFirstMerit Financial Services, Inc05-24-2011
Aaron John HurleyFirstMerit Financial Services, IncAXA Advisors, LLC12-01-2010
Aaron Lee WeissNorthwestern Mutual Investment Services, LLCW&S Brokerage Services, Inc.07-21-2014
Aaron Lee WeissW&S Brokerage Services, Inc.Nationwide Securities, LLC04-01-2014
Aaron Lee WeissNationwide Securities, LLCEdward Jones09-21-2011
Aaron Matthew King Sr.PNC InvestmentsFifth Third Securities, Inc.07-01-2015
Aaron Roth LewisChase Investment Services Corp.Edward Jones03-31-2010
Aaron Samir KamatSecurities America, Inc.McDonald Partners LLC$5002-21-2014
Aaron Samir KamatMcDonald Partners LLCWells Fargo Clearing Services, LLC12-07-2012
Aaron Samir KamatWells Fargo Clearing Services, LLCEdward Jones10-29-2010
Aaron Thomas CrewseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$104-08-2009
Abby Robertson NolanFifth Third Securities, Inc.J.P. Morgan Securities LLC12-09-2014
Abed Adam DarwishKey Investment Services LLCAXA Advisors, LLC12-06-2010
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Abraham Ramos CabreraW&S Brokerage Services, Inc.National Planning Corporation01-10-2017
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Showing 1 to 25 of 4,907 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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