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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary Adam DeckerJ.P. Morgan Securities LLCWesBanco Securities, Inc.12-08-2015
David Philip KingJ.P. Morgan Securities LLCWaddell & Reed06-27-2014
Charles Ryan MooreJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.01-02-2019
James Lee GronefeldJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.11-08-2018
Julia Ann BoronJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.04-16-2018
Joshua R. PostJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.08-22-2016
Gerald Lamar OwensJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.01-22-2019
Ryan W. TitusJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.$5003-02-2017
Michael Douglas Albrecht Sr.J.P. Morgan Securities LLCVALIC Financial Advisors, Inc.09-25-2013
Bernard Vincent McManus IIJ.P. Morgan Securities LLCUnited Brokerage Services, Inc10-02-2018
Kody Michael FisherJ.P. Morgan Securities LLCUnited Brokerage Services, Inc07-25-2016
Renee Ann MilyioriJ.P. Morgan Securities LLCUBS Financial Services Inc.$5011-29-2018
Lindsey Joann MichaelidesJ.P. Morgan Securities LLCUBS Financial Services Inc.07-25-2016
Patty Kelley ScottJ.P. Morgan Securities LLCUBS Financial Services Inc.$5007-21-2009
Ericka Marie McIntireJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.01-23-2017
Daniel Joseph BrownJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.10-21-2016
William Joseph Haddow Jr.J.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.11-16-2012
Donald A. SadaJ.P. Morgan Securities LLCTrustmont Financial Group, Inc.06-05-2017
Kevin Demond FarrisJ.P. Morgan Securities LLCTransamerica Financial Advisors, Inc01-29-2014
Angela KatampeJ.P. Morgan Securities LLCThrivent Investment Management Inc.02-16-2018
Andrew Brian ChildsJ.P. Morgan Securities LLCThe O.N. Equity Sales Company01-02-2019
Mary Distelzweig SzymanskiJ.P. Morgan Securities LLCThe O.N. Equity Sales Company04-11-2018
Andrew Martin DavisJ.P. Morgan Securities LLCThe O.N. Equity Sales Company11-18-2014
Jonathan Leonard BradleyJ.P. Morgan Securities LLCThe Huntington Investment Company01-09-2020
William HoJ.P. Morgan Securities LLCThe Huntington Investment Company12-26-2019
Next Page »

Showing 1 to 25 of 211 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.