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 David MazerBB&T Securities, LLCBB&T Investment Services, Inc.01-02-2018
Aaron Jacob SweigartWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Aaron Joseph McIntyreMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Aaron Lee LandisLPL Financial LLCNationwide Securities, Inc.$2410-01-2019
Aaron Paul KingstonUBS Financial Services Inc.Morgan Stanley06-19-2009
Aaron R 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
Abraheim Ahmed AliWells Fargo Clearing Services, LLCPNC Investments08-28-2015
Adam Brian AmornPremier Prosperity Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2018
Adam C. GalaburdaUBS Financial Services Inc.AllianceBernstein L.P.02-06-2009
Adam David LordMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Adam E. TruittCetera Advisor Networks LLCLPL Financial LLC02-13-2017
Adam GladstoneLPL Financial LLCVoya Financial Advisors, Inc.12-08-2016
Adam Joseph KauferCetera Advisors LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-21-2013
Adam Joseph MurrayMorgan StanleyBryant Park Capital Securities, Inc.04-11-2011
Adam Lee SchaefferHD Vest Investment ServicesParsonex Securities, Inc.08-29-2017
Adam Matthews SaundersMorgan StanleyBLV Securities09-10-2012
Adam Michael JarochFirst Allied Securities, Inc.AXA Advisors, LLC11-24-2014
Adam Ray BosiljevacCambridge Investment Research, Inc.Nationwide Securities, LLC02-07-2019
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Adam Scott FrederickPNC InvestmentsNatcity Investments, Inc.11-13-2009
Adam Scott PeltzmanMutual Securities, Inc.Voya Financial Advisors, Inc.$21406-15-2017
Adam Todd ShermanHornor, Townsend & Kent, LLCMetLife Securities Inc.07-01-2016
Adam Tucker BoyceCitizens Securities, Inc.PNC Investments09-04-2018
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Showing 1 to 25 of 4,075 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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