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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Joshua MeierChase Investment Services Corp.Allstate Financial Services, LLC11-01-2009
Vincent Antwane WallaceChase Investment Services Corp.Allstate Financial Services, LLC01-12-2009
Marcus JassoChase Investment Services Corp.Ameriprise Financial Services, LLC$1003-16-2012
David CepedaChase Investment Services Corp.Ameriprise Financial Services, LLC$1012-30-2010
Hunter Cole YoungbloodChase Investment Services Corp.Ameriprise Financial Services, LLC$5012-01-2009
Travis Hampton CrowellChase Investment Services Corp.Ameriprise Financial Services, LLC10-29-2009
Jeffrey Adam GrangerChase Investment Services Corp.Ameriprise Financial Services, LLC10-01-2009
Michael James BradstreetChase Investment Services Corp.Ameriprise Financial Services, LLC09-16-2009
Clifton Ellis JohnsonChase Investment Services Corp.Ameriprise Financial Services, LLC$2507-01-2009
Dale Augustin HuangChase Investment Services Corp.Ameriprise Financial Services, LLC06-01-2009
Samuel Elliot RodriguezChase Investment Services Corp.Ameriprise Financial Services, LLC04-01-2009
Joanna Deonath KniebergChase Investment Services Corp.AXA Advisors, LLC$15006-30-2011
John Louis Fair Jr.Chase Investment Services Corp.AXA Advisors, LLC06-15-2010
Troy N. ThompsonChase Investment Services Corp.AXA Advisors, LLC06-07-2010
David W. AbernathyChase Investment Services Corp.AXA Advisors, LLC04-19-2010
Aaron Paul KarasChase Investment Services Corp.AXA Advisors, LLC09-21-2009
Clayton James GrossChase Investment Services Corp.AXA Advisors, LLC06-01-2009
Maria Victoria RuizChase Investment Services Corp.AXA Advisors, LLC04-01-2009
Sana Salim KhalafChase Investment Services Corp.Banc of America Investment Services, Inc.08-01-2009
Jeffrey Michael AbodeelyChase Investment Services Corp.Banc of America Investment Services, Inc.06-01-2009
Autumn Jean LaxChase Investment Services Corp.Banc of America Investment Services, Inc.06-01-2009
David W. EpsteinChase Investment Services Corp.Banc of America Investment Services, Inc.05-04-2009
Lien LayChase Investment Services Corp.Banc of America Investment Services, Inc.05-01-2009
Paul Edattukaran ThomasChase Investment Services Corp.Banc of America Investment Services, Inc.04-01-2009
Christopher Gerard StimmingChase Investment Services Corp.Barclays Capital Inc.$10005-01-2012
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Showing 1 to 25 of 260 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.