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
Aaron B. PimentelFisher InvestmentsU.S. Bancorp Investments, Inc.12-04-2018
Aaron D. GuinnFisher InvestmentsJ.P. Morgan Securities LLC03-20-2018
Aaron Michael Louis TraegerFisher InvestmentsFidelity Brokerage Services LLC10-03-2018
Adam Rene EugeneFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2018
Adam S. FallertFisher InvestmentsThrivent Investment Management Inc.01-16-2018
Adam Scott HutchisonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-11-2018
Adam Tyler CostarellaAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.11-26-2018
Adelaide Leslie El ZeinMcIlrath & Eck, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-07-2018
Aimee Poovi Nadjoa Lolo GrantUnionBanc Investment Services, LLCJ.P. Morgan Securities LLC05-01-2018
Alan Walter JohnsonClear Creek Financial Management, LLCWaddell & Reed09-13-2018
Alec R. FernandesTD Ameritrade Investment Management, LLCPlanMember Securities Corporation06-25-2018
Aleksandr Viktorovich SlyusarevJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC10-24-2018
Alexander Haynes DorellNorthwestern Mutual Investment Services, LLCCharles Schwab & Co., Inc.04-06-2018
Alexander Jackson MooreRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00010-12-2018
Alexander Leonidas AinsleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-07-2018
Alexx Jule GauthierFisher InvestmentsMorgan Stanley07-17-2018
Alissa Ellen DepueMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-23-2018
Allison Anne Nathe1st Global Advisors IncGlobal Financial Private Capital, Inc.03-07-2018
Amy Barbara BarnesFirebrand Wealth Management, LLCAldrich Wealth LP04-17-2018
Amy Elizabeth FinkLPL Financial LLCMorgan Stanley01-11-2018
Andrew Damian BakerRaymond James Financial Services, Inc.MML Investors Services, LLC$2512-03-2018
Andrew Dustin NormanAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.$2511-26-2018
Andrew Edwin WatkinsLPL Financial LLCSummit Brokerage Services, Inc.$10011-09-2018
Andrew Lee GryszowkaFisher InvestmentsTD Ameritrade, Inc.01-09-2019
Andrew Lucas FinniganCommonwealth Financial NetworkLPL Financial LLC$2509-24-2018
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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.