Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms - and also analyze recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Submit an Adviser Move to InvestmentNews

To be included in the database, an adviser or team must advise on at least $50M in assets.

Submissions will be evaluated by InvestmentNews and posted within 24 hours.

Adviser/Team Name
Adviser/Team Size
Adviser/Team AUM (millions)
Adviser/Team TTM (millions)
Firm Leaving
Firm Joining
Start Date (yyyymmdd)
Source Name
Source URL
Your Name
Your Email
Additional Notes

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