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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron C LelandNYLIFE Securities LLCEquitable Advisors, LLC06-07-2013
Aaron Carey UndsethRaymond James Financial Services, Inc.Edward Jones02-20-2009
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 Denon BessonettePlanMember Securities CorporationRaymond James Financial Services, Inc.06-09-2014
Aaron James MarbergSanford C. Bernstein & Co., LLCLincoln Investment03-15-2010
Aaron Keith KnudsenUBS Financial Services Inc.AllianceBernstein L.P.06-02-2012
Aaron M EasterEdward JonesJ.P. Morgan Securities LLC$5005-01-2014
Aaron Michael Louis TraegerFisher InvestmentsFidelity Brokerage Services LLC10-03-2018
Abdulaziz Hisham DakhilFisher InvestmentsKey Investment Services LLC01-09-2018
Abraham Amador-LindnerFisher InvestmentsCharles Schwab & Co., Inc.$5001-17-2020
Abraham Rawley OtoupalD.A. Davidson & Co.Waddell & Reed$10009-03-2013
Adam Anthony HargraveWells Fargo Clearing Services, LLCEdward Jones10-11-2012
Adam D DrokerWaterRock Global Asset ManagementMorgan Stanley04-01-2011
Adam Joel ReughFinancial Advocates Investment ManagementICM Asset Management Inc03-31-2015
Adam Lewis JohnsonRaymond James Financial Services, Inc.Waddell & Reed10-27-2017
Adam M LevyLPL Financial LLCNBC Securities, Inc.$15008-15-2019
Adam MccollumWealth Management Northwest, Inc.Pruco Securities, LLC.04-23-2019
Adam Michael GulledgeFisher InvestmentsTD Ameritrade, Inc.01-10-2018
Adam Michael LaibsonCommonwealth Financial NetworkMML Investors Services, LLC02-01-2019
Adam Quentin ZimmermanColumbia River AdvisorsBlue Moon Wealth Advisory, LLC.06-15-2016
Adam Rene EugeneFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2018
Adam Robert BossertFisher InvestmentsU.S. Bancorp Investments, Inc.$15005-15-2019
Adam S HutchisonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-11-2018
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Showing 1 to 25 of 2,575 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.