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
Miriam Anna BratcherAmeriprise Financial Services, Inc.Fidelity Brokerage Services LLC10-11-2017
Kyle A. KursimARGI Investment Services, LLCFidelity Brokerage Services LLC01-22-2018
Steven Lee KramerARGI Investment Services, LLCFidelity Brokerage Services LLC05-25-2017
Richard Michael SchlaackAXA Advisors, LLCFidelity Brokerage Services LLC07-14-2017
Chadwick Lynn MillerCitizens Securities, Inc.Fidelity Brokerage Services LLC10-20-2016
Matthew Thomas LukenFifth Third Securities, Inc.Fidelity Brokerage Services LLC11-09-2016
Lori Anne ColemanFifth Third Securities, Inc.Fidelity Brokerage Services LLC$50010-06-2016
Ryan Christopher FrostFifth Third Securities, Inc.Fidelity Brokerage Services LLC01-29-2015
Stephanie Lynn Sketch-DurrFifth Third Securities, Inc.Fidelity Brokerage Services LLC03-19-2013
Gaven A SmithFifth Third Securities, Inc.Fidelity Brokerage Services LLC$10012-08-2009
Stefanie Marie MurrJ.P. Morgan Securities LLCFidelity Brokerage Services LLC02-23-2016
James P. CorriganKey Investment Services LLCFidelity Brokerage Services LLC04-05-2017
Alice Jean HogueKey Investment Services LLCFidelity Brokerage Services LLC09-17-2015
Louis Michael FeinbergLincoln InvestmentFidelity Brokerage Services LLC10-04-2016
Bryan D. MeilingerLPL Financial LLCFidelity Brokerage Services LLC07-16-2018
Adam Peter LisowskyLPL Financial LLCFidelity Brokerage Services LLC07-03-2017
Christopher Lee DavisLPL Financial LLCFidelity Brokerage Services LLC06-01-2010
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Anthony Evon Clark Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-14-2018
Christopher Stephen DerstineMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-01-2017
Aaron Christopher DurdaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-02-2017
John Robinson PaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-16-2017
William George Whiteley IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-02-2017
Tony John RobkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-16-2016
Kevin Robert ClarkMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-08-2014
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Showing 1 to 25 of 51 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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