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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Marc RoyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Paul Nicholas ArtinFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Edward Andrew GorskiFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Christopher Henry MarcelloFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Sean Christopher PowersFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Kimberly Michele JonesFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Ramon A. Romero Jr.Fidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Bradley David BoogrenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Andrew Creig FlesselFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Faris KhanFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Todd Harper BattyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Curtis A. Petri Jr.Fidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Christopher Carlo RogersFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Michael A. LucierFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
William C. KelleyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Kyle Dexter DewsFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Robert Hayden WatsonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Joshua Owen EcroydFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Charles Edward Walsh IIIFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Daniel BuonopaneFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jason Adam ZubrisFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jason C. BorrelliFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
David Patterson Philips VFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Lori Anne MorganFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Amber N. McCormickFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
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Showing 251 to 275 of 472 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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