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 B. ReedFifth Third Securities, Inc.PNC Investments09-22-2016
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 Daniel FuerstJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron James RohrbaughLPL Financial LLCFifth Third Securities, Inc.03-14-2012
Aaron Roth LewisJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Aaron Samir KamatSecurities America, Inc.McDonald Partners LLC02-21-2014
Aaron Thomas CrewseRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2009
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 B. LandryCentaurus Financial, Inc.The O.N. Equity Sales Company03-06-2017
Adam Bruce BiblerThe Huntington Investment CompanyUBS Financial Services Inc.11-09-2017
Adam J. EdwardsWells Fargo Advisors Financial Network, LLCNorthwestern Mutual Investment Services, LLC04-29-2016
Adam John KenleyPNC InvestmentsThe Huntington Investment Company02-06-2012
Adam Jon PfaffAmeriprise Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-09-2012
Adam Joseph SchosterMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Adam Manuel TzagournisMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Adam Matthew WardJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam Peter LisowskyLPL Financial LLCFidelity Brokerage Services LLC07-03-2017
Adam Peter MessmerU.S. Bancorp Investments, Inc.PNC Investments10-20-2016
Adam Q. FischerJ.P. Morgan Securities LLCChase Investment Services Corp.10-01-2012
Adam R. StalnakerCetera Advisors LLCNew England Securities12-03-2013
Adam Scott LangdonSecurities America, Inc.SA Stone Wealth Management Inc.$1004-27-2016
Adam Tyler KwiecinskiEdward JonesMorgan Stanley09-23-2016
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Showing 1 to 25 of 3,525 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.


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