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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aamina Nadeem DaudpotaCharles Schwab & Co., Inc.Morgan Stanley06-08-2018
Aaron E MechlingKMG Fiduciary Partners, LLCMorgan Stanley$1,00009-21-2018
Abraham BittonJ.P. Morgan Securities LLCMorgan Stanley03-26-2018
Adam Michael SorokoWells Fargo Clearing Services, LLCMorgan Stanley05-18-2018
Adam Wade HewettJ.P. Morgan Securities LLCMorgan Stanley$2508-10-2018
Adele Millicent PolakoffWinslow, Evans & Crocker, Inc.Morgan Stanley$15010-05-2018
Adrienne M. OsorioMorgan StanleyMorgan Stanley06-20-2018
Aidah S. MakubuyaTD Ameritrade, Inc.Morgan Stanley09-24-2018
Alan Blake McLellanCetera Advisors LLCMorgan Stanley$5012-12-2018
Alan Lee SuppWinslow, Evans & Crocker, Inc.Morgan Stanley$10006-11-2018
Alec J. MoultonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley01-19-2018
Alejandro Javier RodriguezJ.P. Morgan Securities LLCMorgan Stanley06-01-2018
Alexa XitasJ.P. Morgan Securities LLCMorgan Stanley10-05-2018
Alexander BowlandFisher InvestmentsMorgan Stanley02-13-2018
Alexander Karl TrevesWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-01-2018
Alexandra Papazian TelaroWells Fargo Clearing Services, LLCMorgan Stanley08-29-2018
Alexandros S VlahosJanney Montgomery Scott LLCMorgan Stanley02-01-2018
Alexx Jule GauthierFisher InvestmentsMorgan Stanley07-17-2018
Alfred Phillip SternWedbush Securities Inc.Morgan Stanley$10004-04-2018
Allen Clement CrockWells Fargo Clearing Services, LLCMorgan Stanley$5009-28-2018
Allen Robert RosenbergWells Fargo Clearing Services, LLCMorgan Stanley$10011-28-2018
Amad OwidiWells Fargo Clearing Services, LLCMorgan Stanley$5009-20-2018
Amela CulovWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
Amit Ravin PatelPrincipal Securities, Inc.Morgan Stanley05-01-2018
Amy Elizabeth FinkLPL Financial LLCMorgan Stanley01-11-2018
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Showing 1 to 25 of 667 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.