Purchase Advisers on the Move Store

Purchase Advisers on the Move

Need more information about advisers on the move? Now you have the ability to download details about specific advisers and teams that have recently changed firms, as well as the firms they are joining and leaving. These Excel spreadsheets also include the city and states of advisers on the move, plus their assets under management and/or most recent production figures.

Have questions about the data before you purchase? Call 212-210-0116 for more information

Database Download: Recent 30 Days

Format: Excel / CSV

A complete spreadsheet of the last 30 days worth of activity tracked in Advisers on the Move.

PRICE: $24.99

Database Download: Historical

Format: Excel / CSV

The complete archives of all activity tracked since Advisers on the Move was introduced. Data gathered begins in Sept. 2009 and continues through to today's date.

PRICE: $99.99