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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Ian MaherFisher InvestmentsAmeriprise Financial Services, LLC01-11-2019
Greg Michael RybarczykTD Ameritrade Investment Management, LLCFidelity Personal and Workplace Advisors01-11-2019
Michael John ReiselBelpointe Asset Management LLCWaddell & Reed01-11-2019
Mark William O'GuinnQ4 Strategic Equity Advisors Inc.Q4 Strategic Equity Advisors Inc.01-11-2019
David George SylvesterCavu Wealth AdvisorsCavu Wealth Advisors01-11-2019
Hilary Sylvester DisherCavu Wealth AdvisorsCavu Wealth Advisors01-11-2019
Chester William HollidayAndina Family OfficesAndina Family Offices01-11-2019
Vladimir Matthew PixaMy Portfolio Guide, LLCMy Portfolio Guide, LLC01-11-2019
Everett Andrew WilkersonCapital Investment Advisors, LLCTD Ameritrade, Inc.01-11-2019
Brock Thomas AdamsB.O.S.S. Retirement Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-11-2019
Brett Alan Garver180 Wealth Advisors, LLCKey Investment Services LLC01-11-2019
Mitchell Paul McAbeeDominion Capital Management, LLCDominion Capital Management, LLC01-11-2019
Nicolas Johann KnapikRJ Capital LLCRJ CAPITAL, LLC01-11-2019
Thomas Lawrence BrownRJ Capital LLCRJ CAPITAL, LLC01-11-2019
Alexander Konstantinovich ChernukhaForefront Wealth ManagementWells Fargo Clearing Services, LLC01-11-2019
Reed Pettit FosterFoster Investment Company LLCMoelis & Company LLC01-11-2019
Jason Ross GenoveseMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-11-2019
Matthew SmolkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC01-11-2019
Gregory T. WarrenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.01-11-2019
Janet Lynn ChilesWells Fargo Clearing Services, LLCBB&T Securities, LLC01-11-2019
Rushdi Ronie FurrhaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-11-2019
Daniel ChisenaJ.P. Morgan Securities LLCMML Investors Services, LLC01-10-2019
Tadeh MangasarianJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-10-2019
Kevin Thien NguyenJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-10-2019
Ekaterini FerentinosJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-10-2019
« Previous PageNext Page »

Showing 51 to 75 of 1,473 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.