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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron B ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Aaron BarberWells Fargo Advisors Financial Network, LLCAscend Advisory Group$2504-02-2009
Aaron Bradley CurryRaymond James Financial Services, Inc.The Huntington Investment Company07-07-2020
Aaron Brady GreenCommonwealth Financial NetworkJ.P. Morgan Institutional Investments Inc.07-18-2016
Aaron D BurgaLPL Financial LLCWesBanco Securities, Inc.08-12-2019
Aaron E MechlingKMG Fiduciary Partners, LLCMorgan Stanley$1,00009-21-2018
Aaron James NickoletteNorthwestern Mutual Investment Services, LLCEquitable Advisors, LLC04-16-2020
Aaron James RohrbaughLPL Financial LLCFifth Third Securities, Inc.$5003-14-2012
Aaron Joseph TillWells Fargo Clearing Services, LLCMorgan Stanley05-10-2016
Aaron Lee WeissJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC$2508-16-2016
Aaron Michael BartkoKey Investment Services LLCPNC Investments03-28-2011
Aaron Samir KamatSecurities America, Inc.McDonald Partners LLC$5002-21-2014
Aaron T MooreLPL Financial LLCPruco Securities, LLC.10-12-2009
Aaron Thomas CrewseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2009
Aaron Thomas ReedCetera Advisor Networks LLCQuestar Capital Corporation02-15-2019
Abby L RobertsonFifth Third Securities, Inc.J.P. Morgan Securities LLC12-09-2014
Abby Lynn MorganLPL Financial LLCMorgan Keegan & Company, Inc.09-16-2011
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Adam BrentlingerFifth Third Securities, Inc.MML Investors Services, LLC02-03-2014
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Adam Christopher HalmLPL Financial LLCVoya Financial Advisors, Inc.$2509-11-2020
Adam Davis MortonConstellation Wealth AdvisorsFort Washington Investment Advisors Inc08-18-2020
Adam Edward BrayCambridge Investment Research, Inc.Prospera Financial Services, Inc.11-16-2015
Adam J EdwardsWells Fargo Advisors Financial Network, LLCNorthwestern Mutual Investment Services, LLC04-29-2016
Adam J GibbsEdward JonesWalnut Street Securities, Inc.04-02-2013
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Showing 1 to 25 of 4,134 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.