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
Brian Bova, David Leeds Eustis and Marc OsterPurshe Kaplan Sterling InvestmentsUBS Financial Services$2,00004-06-2018
A Lamar HudsonLPL Financial LLCWells Fargo Clearing Services, LLC$5012-14-2012
Aaron SamuelsAXA Advisors, LLCState Farm VP Management Corp.08-08-2016
Aaron Allan PottichenRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-17-2012
Aaron Arthur RoesslerHD Vest Investment ServicesMML Investors Services, LLC04-16-2013
Aaron Craig GellerUSCA Securities LLCUBS Financial Services Inc.05-27-2014
Aaron D'Earl DundaFirst Command Financial Planning, Inc.PFS Investments Inc.09-05-2012
Aaron Francisco FloresGenerations Private WealthLPL Financial LLC07-11-2017
Aaron Francisco FloresLPL Financial LLCDeeproot Advisory Services, LLC02-25-2016
Aaron Grant HolderGWN Securities Inc.PlanMember Securities Corporation$103-16-2016
Aaron Joseph GoldmanTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC02-15-2017
Aaron Joseph PlautzPrincipia Wealth Advisory, LLCAXA Advisors, LLC03-03-2010
Aaron Jussi ThomasWFG Investments, Inc.Huckin Financial Group, Inc.06-08-2012
Aaron Keith UlrichInvestment Professionals, Inc.Waddell & Reed08-25-2016
Aaron Kyle RainwaterWells Fargo Clearing Services, LLCBBVA Securities Inc.06-20-2014
Aaron Kyllo PettyUnited Planners' Financial Services of America A Limited PartnerAmeriprise Financial Services, Inc.09-14-2015
Aaron Linn ReddingProEquities, Inc.OneAmerica Securities, Inc.12-08-2017
Aaron Linn ReddingOneAmerica Securities, Inc.Lincoln Financial Securities Corporation12-02-2014
Aaron Linn ReddingLincoln Financial Securities CorporationWells Fargo Clearing Services, LLC09-17-2010
Aaron Louis GutierrezChase Investment Services Corp.Ameriprise Financial Services, Inc.11-22-2010
Aaron Michael ByrkitBland Garvey Wealth Advisors, LLCUBS Financial Services Inc.03-16-2015
Aaron Michael JablonskyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Securities Corporation$101-27-2012
Aaron Michael MccubbinWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.06-06-2017
Aaron Michael MccubbinRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-28-2017
Aaron Mitchell HesselLion Street Financial, LLCWoodbury Financial Services, Inc.01-03-2017
Next Page »

Showing 1 to 25 of 9,209 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 β€œ β€” β€œ is listed in the record’s AUM field entry.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.