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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
Amad OwidiWells Fargo Clearing Services, LLCMorgan Stanley$5009-20-2018
Aurora Margarita BarcenasPartnersInWealth, IncMorgan Stanley02-01-2019
Benjamin Withman F AthensAmericana Partners, LLCMorgan Stanley04-26-2019
Bradley Robert MillerUSCA Securities LLCMorgan Stanley$15001-28-2019
Cicely Raechelle JaubertTD Ameritrade Investment Management, LLCMorgan Stanley01-09-2019
Dalen Lloyd OnealJ.P. Morgan Securities LLCMorgan Stanley08-22-2018
Daniel Frederick EbertJ.P. Morgan Securities LLCMorgan Stanley12-21-2018
Daniel Ross SchmiederOppenheimer & Co. Inc.Morgan Stanley$23101-29-2019
David Allen StrandinQuadCap Wealth Management, LLCMorgan Stanley07-02-2019
David O. AlimiTD Ameritrade Investment Management, LLCMorgan Stanley07-09-2019
Drew Randall NelsonWells Fargo Clearing Services, LLCMorgan Stanley03-11-2019
Dusty Lynn SternadelAmeriprise Financial Services, LLCMorgan Stanley$112-14-2018
Fatina Mckenzie BenjaminPurshe Kaplan Sterling InvestmentsMorgan Stanley05-17-2019
Francisco Abelardo SalaverryWells Fargo Clearing Services, LLCMorgan Stanley10-24-2018
G. Todd Todd WilliamsonWells Fargo Clearing Services, LLCMorgan Stanley$1,00008-02-2019
Gabriel Slade CassellAmericana Partners, LLCMorgan Stanley07-12-2019
Guillermo Alessandro ViladotJ.P. Morgan Securities LLCMorgan Stanley12-05-2018
Harold Douglas McCoyWells Fargo Clearing Services, LLCMorgan Stanley$5007-24-2019
Harry Sven Selldin Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$5006-28-2019
Jason FertittaAmericana Partners, LLCMorgan Stanley$3,65004-26-2019
Jason Richard TuckerWells Fargo Clearing Services, LLCMorgan Stanley08-02-2019
Jessica Laura EverittWells Fargo Clearing Services, LLCMorgan Stanley04-26-2019
John Joseph D'AnnunzioWells Fargo Clearing Services, LLCMorgan Stanley$2510-12-2018
Johnathan Andrew SchnitzerAmericana Partners, LLCMorgan Stanley04-26-2019
Jose Ramon De VillasanteOppenheimer & Co. Inc.Morgan Stanley$5005-29-2019
Next Page »

Showing 1 to 25 of 70 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.