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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyalo P. MuthianiU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC07-29-2019
Leonard Daniel NeeleyTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC06-18-2019
Philip Matthew WeberFifth Third Securities, Inc.Fidelity Brokerage Services LLC04-22-2019
Richard Kendrick StockdaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-18-2019
Greg Michael RybarczykTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC01-11-2019
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Robert M. KinsellaMorgan StanleyFidelity Brokerage Services LLC10-11-2018
Joseph Michael CanditoWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC08-14-2018
Bryan D. MeilingerLPL Financial LLCFidelity Brokerage Services LLC07-16-2018
Corey R. FogelAXA Advisors, LLCFidelity Brokerage Services LLC03-12-2018
Kyle A. KursimARGI Investment Services, LLCFidelity Brokerage Services LLC01-22-2018
Shane Michael WatsonNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC12-19-2017
David Clements ParkerFifth Third Securities, Inc.Fidelity Brokerage Services LLC12-08-2017
Justin D BlackFifth Third Securities, Inc.Fidelity Brokerage Services LLC$5011-30-2017
Adam Peter LisowskyLPL Financial LLCFidelity Brokerage Services LLC07-03-2017
John Robinson PaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-16-2017
Steven Lee KramerARGI Investment Services, LLCFidelity Brokerage Services LLC05-25-2017
Paul David Stahley IIElkhorn Value CapitalFidelity Brokerage Services LLC04-09-2017
Thomas A BroderickU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC02-01-2017
Brad Paul SchuelerCassady Schiller Wealth Management, LLCFidelity Brokerage Services LLC01-31-2017
Chris Robin KlemanRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC12-02-2016
John Robert BovardMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-28-2016
Ryan J. EversoleTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC08-02-2016
Byron David VainribPNC InvestmentsFidelity Brokerage Services LLC07-11-2016
Dustin M ParksNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC05-26-2016
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Showing 1 to 25 of 35 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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