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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Benjamin BowlingEdward JonesGlobal Atlantic Distributors, LLC01-04-2010
Aaron David MazerBB&T INVESTMENT SERVICES, INC.Pruco Securities, LLC.05-05-2017
Aaron David MazerPruco Securities, LLC.PNC Investments11-12-2013
Aaron David MazerPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-27-2010
Aaron Howard StanleyWalnut Street Securities, Inc.Waddell & Reed04-02-2009
Aaron Michael GabrielianMFP StrategiesMorgan Stanley11-27-2012
Aaron Michael KatylPruco Securities, LLC.Signator Investors, Inc.06-13-2016
Aaron Paul KingstonUBS Financial Services Inc.Morgan Stanley$2506-19-2009
Aaron Robert MccormickMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew England Securities08-17-2009
Aaron Scott RichmanWells Fargo Clearing Services, LLCRBC Capital Markets, LLC$2503-26-2015
Abby Lyn PaslowskiAmeriprise Financial Services, Inc.Lincoln Financial Advisors Corporation05-13-2014
Abdulaziz F AlbasriPNC InvestmentsMorgan Stanley08-18-2014
Abhinav GuptaWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-29-2012
Abraheim Ahmed AliWells Fargo Clearing Services, LLCPNC Investments08-28-2015
Adam GladstoneLPL Financial LLCVoya Financial Advisors, Inc.$112-08-2016
Adam HutchisonPNC InvestmentsCitizens Securities, Inc.06-10-2016
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Adam Brian AmornPremier Prosperity Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2018
Adam C. GalaburdaUBS Financial Services Inc.AllianceBernstein L.P.$25102-06-2009
Adam E HartzellPFG AdvisorsCUSO Financial Services, L.P.06-04-2015
Adam Eliot TruittCetera Advisor Networks LLCLPL Financial LLC$5002-13-2017
Adam Ernest SchroederGreentree Brokerage Services, Inc.AXA Advisors, LLC04-22-2016
Adam Gregory ProvanceCetera Advisor Networks LLCEdward Jones02-11-2011
Adam Jack BryanMcDermott Investment Services, LLCCentaurus Financial, Inc.09-20-2017
Adam Joseph KauferCetera Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$105-21-2013
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Showing 1 to 25 of 5,372 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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