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 AdcockChase Investment Services Corp.Charles Schwab & Co., Inc.03-31-2011
Aaron B. ReedFifth Third Securities, Inc.PNC Investments09-22-2016
Aaron B. ReedPNC InvestmentsEdward Jones11-23-2009
Aaron BarberWells Fargo Advisors Financial Network, LLCAscend Advisory Group04-02-2009
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 Christopher DurdaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-02-2017
Aaron D. BurgaLPL Financial LLCWesBanco Securities, Inc.08-12-2019
Aaron D. GamblePNC InvestmentsJ.P. Morgan Securities LLC08-05-2014
Aaron Dallas SnoufferU.S. Bancorp Investments, Inc.Edward Jones$1010-31-2012
Aaron E MechlingKMG Fiduciary Partners, LLCMorgan Stanley$1,00009-21-2018
Aaron E MechlingMorgan Stanley & Co. LLCUBS Financial Services Inc.04-01-2009
Aaron James BlasinskyCitizens Securities, Inc.AXA Advisors, LLC11-14-2018
Aaron James RohrbaughLPL Financial LLCFifth Third Securities, Inc.03-14-2012
Aaron John HurleyPNC InvestmentsFirstmerit Advisors, Inc.05-24-2011
Aaron John HurleyFirstMerit Financial Services, IncAXA Advisors, LLC12-01-2010
Aaron John HurleyCetera Advisors LLCMGO Securities Corp.01-14-2009
Aaron Joseph TillWells Fargo Clearing Services, LLCMorgan Stanley05-10-2016
Aaron Lee WeissJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC08-16-2016
Aaron Lee WeissNorthwestern Mutual Investment Services, LLCW&S Brokerage Services, Inc.07-21-2014
Aaron Lee WeissNationwide Securities, LLCEdward Jones09-21-2011
Aaron Nicholas SteffanW&S Brokerage Services, Inc.W&S Brokerage Services, Inc.01-15-2013
Aaron Ray UnderwoodScottrade, Inc.Morgan Stanley03-02-2017
Aaron Roth LewisChase Investment Services Corp.Edward Jones03-31-2010
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Showing 1 to 25 of 6,681 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.