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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Matthew IveyFidelity Brokerage Services LLCScottrade, Inc.04-25-2018
Adam Jacob BermanJ.P. Morgan Securities LLCScottrade, Inc.05-04-2018
Adrian ByrdE*TRADE Securities LLCScottrade, Inc.03-16-2018
Alexander Munib RichaniTIAA-CREF Individual & Institutional Services, LLCScottrade, Inc.03-28-2018
Andrea Michelle AlbrightFisher InvestmentsScottrade, Inc.02-13-2018
Andrew Michael AbelleiraCharles Schwab & Co., Inc.Scottrade, Inc.03-02-2018
Andrew MoralesTIAA-CREF Individual & Institutional Services, LLCScottrade, Inc.05-24-2018
Andrew Peter O'ConnorRoyal Alliance Associates, Inc.Scottrade, Inc.03-06-2018
Anthony James PappasEdward JonesScottrade, Inc.06-22-2018
Anthony M. DomenellaBancWest Investment Services, Inc.Scottrade, Inc.05-16-2018
Anthony Michael BettencourtCharles Schwab & Co., Inc.Scottrade, Inc.05-02-2018
Asya V GubskayaD.A. Davidson & Co.Scottrade, Inc.01-24-2018
Brad J. MeadorVALIC Financial Advisors, Inc.Scottrade, Inc.03-05-2018
Bradley David HitzemanThe Huntington Investment CompanyScottrade, Inc.04-11-2018
Bradley Gary WobigMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.05-09-2018
Bradley J SchmitzLPL Financial LLCScottrade, Inc.05-15-2018
Brandise Marie DennisMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.06-14-2018
Brent A. YatsakMorris Group, Inc.Scottrade, Inc.06-12-2018
Brian Christopher SelfCitizens Securities, Inc.Scottrade, Inc.03-29-2018
Brian R. BenacciTIAA-CREF Individual & Institutional Services, LLCScottrade, Inc.06-14-2018
Bryan Lee SachanStifel, Nicolaus & Company, IncorporatedScottrade, Inc.$5002-05-2018
Bryan R. ShoreThrivent Investment Management Inc.Scottrade, Inc.05-10-2018
Carl S RankinTIAA-CREF Individual & Institutional Services, LLCScottrade, Inc.05-04-2018
Cathleen Helen BeierFisher InvestmentsScottrade, Inc.03-20-2018
Charles Joseph RuhmannCetera Investment Services LLCScottrade, Inc.07-14-2018
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Showing 1 to 25 of 164 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.