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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron B. PimentelFisher InvestmentsU.S. Bancorp Investments, Inc.12-04-2018
Aaron C. LelandNYLIFE Securities LLCAXA Advisors, LLC06-07-2013
Aaron C. WagnerHornor, Townsend & Kent, LLCPruco Securities, LLC.03-20-2015
Aaron C. WagnerPruco Securities, LLC.AXA Advisors, LLC02-19-2013
Aaron Carey UndsethRaymond James Financial Services, Inc.Edward Jones$1002-20-2009
Aaron Christopher MesarosAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.10-05-2011
Aaron Christopher WartesMorgan StanleyEdward Jones$5003-28-2013
Aaron D. GuinnFisher InvestmentsJ.P. Morgan Securities LLC03-20-2018
Aaron Gideon KirschPacific West Securities, Inc.Crowell, Weedon & Co.$5003-01-2010
Aaron James MarbergSanford C. Bernstein & Co., LLCLincoln Investment03-15-2010
Aaron Keith KnudsenUBS Financial Services Inc.AllianceBernstein L.P.06-02-2012
Aaron Matthew EasterEdward JonesJ.P. Morgan Securities LLC$1005-01-2014
Aaron Michael FosterSoundView AdvisorsCWM, LLC11-06-2014
Aaron Michael Louis TraegerFisher InvestmentsFidelity Brokerage Services LLC10-03-2018
Aaron Phillip NielsenFisher InvestmentsMariner Wealth Advisors08-16-2017
Aaron S. HareCharles Schwab & Co., Inc.Morgan Stanley08-27-2009
Aaron Wade RichterE*TRADE Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-16-2017
Abdulaziz Hisham DakhilFisher InvestmentsKey Investment Services LLC01-09-2018
Abdulaziz Hisham DakhilKey Investment Services LLCAXA Advisors, LLC03-03-2016
Abraham Amador-LindnerFisher InvestmentsCharles Schwab & Co., Inc.$5001-17-2020
Abraham Anthony DairiMerrill Lynch, Pierce, Fenner & Smith IncorporatedUnionBanc Investment Services, LLC06-09-2016
Abraham Rawley OtoupalD.A. Davidson & Co.Waddell & Reed09-03-2013
Adam Anthony HargraveWells Fargo Clearing Services, LLCEdward Jones10-11-2012
Adam C HouseMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.06-24-2011
Adam Christian GolbienkoUSA Financial Securities CorporationAmeritas Investment Company, LLC01-04-2017
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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.