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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alton Ryan LumpkinAllstate Financial Services, LLCFidelity Brokerage Services LLC04-19-2017
Izabel AngelovaAmeriprise Financial Services, Inc.Fidelity Brokerage Services LLC12-05-2018
Brad Coleman MelvinBBVA Securities Inc.Fidelity Brokerage Services LLC10-17-2017
David Jeremy FosterBBVA Securities Inc.Fidelity Brokerage Services LLC07-28-2017
Sonja Michelle EliaCamarda Wealth Advisory GroupFidelity Brokerage Services LLC06-14-2011
Christopher Michael RivardDeutsche Bank Securities Inc.Fidelity Brokerage Services LLC01-23-2018
Kerese Kayon TrailleDeutsche Bank Securities Inc.Fidelity Brokerage Services LLC10-13-2016
Cassandra Michelle SmalleyDoyle Wealth Management, Inc.Fidelity Brokerage Services LLC07-30-2012
Demel I GonzalezHeartwood Financial ServicesFidelity Brokerage Services LLC06-01-2012
Tyler James WhitneyINVEST Financial CorporationFidelity Brokerage Services LLC03-30-2017
Odot Namdidie IkonInvestacorp, Inc.Fidelity Brokerage Services LLC02-06-2019
Brian Michael HickeyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-26-2016
Kyle Ashton Andrew CainJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10010-05-2015
Kenneth Sean PolleyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10008-02-2013
Douglas Bradley PetersonKovack Securities Inc.Fidelity Brokerage Services LLC09-07-2018
Evan Kyle CarterLPL Financial LLCFidelity Brokerage Services LLC07-26-2017
Joel Ross MinnichMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-15-2018
Ryan James BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-10-2018
Maurice Devon KelleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-12-2018
Jacob B. LucasMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-04-2018
Heather Marie BrewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-07-2017
Blake Estep BrewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-07-2017
Sean Scott FortenberryMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-21-2017
Andrew Thomas KlanjacMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-20-2017
Nick Lee DosenMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-09-2017
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Showing 1 to 25 of 93 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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